Joseph Montz, CPA

President

Phone: (504) 488-6500
Fax: (504) 483-0398
Mobile Phone: (504) 352-2128
E-mail:
 

 

Joseph Montz graduated from Louisiana State University in 1982 with a Bachelor of Science degree in Accounting. After graduation he worked for The Office of Legislative Auditors in Baton Rouge, LA. Joe began his financial planning career in 1987 as a fee-based planner with CIGNA Financial Services. In 1994 he opened Louisiana Medical Associates and began working exclusively with physicians. As he expanded his business to a national level, his current company, Physicians Resource Group, was formed.
 
Joe is a Certified Public Accountant and is a member of the Louisiana Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is the former chairperson of the Estate of Financial Planning Committee for the Louisiana Society of CPA’s. He also is a Registered Investment Advisor and holds the following licenses: Series 7 (General Securities Representative), Series 6 (Mutual Funds and Annuities Representative), Series 63 (Uniform Securities Agent State Law), and Series 66 (Uniform Combined State Law). He has been a guest speaker at hundreds of educational conferences for physicians. Joe is married to Christine, also a C.P.A., and has three daughters.