Relationships

Samuel T. Montgomery III, CPA
Sam began his public accounting career with KPMG in 1970. He was promoted to partner in 1980 and specialized in providing audit and consulting services to private companies of the Dallas office. In 1987 he joined a local firm in Dallas where he continued his specialization of serving small and middle market businesses and nonprofit organizations. Sam has substantial experience in several industries, including construction, retail, nonprofit, investment companies, manufacturing, distribution, oil and gas, real estate and personal services, including medical professionals. He focuses on the audit and accounting areas, and provides some tax and consulting services.

Sam is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Dallas Chapter of the Texas Society of Certified Public Accountants. He is a member of the Park Cities Rotary Club and on the Board of Directors of the Frontiers of Flight Museum. Sam is a former officer and director of Park Cities Rotary Club and the North Dallas Chamber of Commerce, and a former vestry member of his church. He is an honors graduate of Texas Tech University, where he earned a BBA (1967) and MS (1969). He and his wife Marge have a son and daughter, Samuel and Leigh.