# Tom Montgomery

> Tom Montgomery is the Plano-based Managing Member of Montgomery Capital Advisers and a CPA whose career spans tax and transaction advice, Beal Capital Markets, and the co-founding of Montgomery Coscia Greilich. In early 2025 he founded Woodfin Capital Partners with two sons, adding a family venture to his private investment work.

- **Role:** Managing Member at Montgomery Capital Advisers, LLC
- **Organizations:** Montgomery Capital Advisers, LLC, Woodfin Capital Partners, Montgomery Coscia Greilich LLP, Beal Capital Markets, Inc., Montgomery Baggett & Drews LLP, Communities Foundation of Texas, Texas Tech School of Accounting Advisory Council
- **Education:** BBA, Accounting, Texas Tech University, MS, Accounting and Taxation, Texas Tech University
- **Known for:** Built Beal Capital Markets to a portfolio with more than $2 billion invested by his departure., Co-founded MCG, which grew to more than 300 professionals., Listed among Texas Tech School of Accounting’s 2025 alumni honorees.

## Career timeline

- **1980** — Earned BBA in accounting at Texas Tech University.
- **1981** — Earned MS in accounting and taxation at Texas Tech University.
- **—** — Founding and managing partner of Montgomery Baggett & Drews, a 25-professional Dallas CPA firm.
- **—** — Started and grew Beal Capital Markets; its portfolio exceeded $2 billion in invested high-yield bonds and direct company investments when he left.
- **2003** — Co-founded Montgomery Coscia Greilich LLP.
- **2019** — MCG combination with Baker Tilly effective June 1, 2019.
- **2025** — Founded Woodfin Capital Partners with two sons in early 2025.

## Achievements

- Built Beal Capital Markets to a portfolio with more than $2 billion invested by his departure.
- Co-founded MCG, which grew to more than 300 professionals.
- Listed among Texas Tech School of Accounting’s 2025 alumni honorees.

## Latest updates

- **2025-09** — Appeared in episode 98 of Rogers That, published September 22, 2025, discussing accounting, investing, leadership and legacy.

## Links

- Website: https://mca-texas.com/
- LinkedIn: https://www.linkedin.com/in/tom-montgomery-51a9771

---

Profile page: https://yespress.io/tom-montgomery
Published by YesPress — https://yespress.io
Last updated: 2026-10-09