Meet the Team

Jonathan W. Montgomery

Jonathan W. Montgomery

Senior Accountant

Jonathan grew up in the shadows of Wall Street in Manhattan, New York and relocated to Boulder, Colorado for college. After transferring to the University of San Diego and earning his Bachelor of Arts degree, he began a long career in finance. Jonathan’s tenure includes some of the largest firms on Wall Street including Salomon Smith Barney, Merrill Lynch and Citibank.

After a few turbulent years in the financial markets, he decided to return to school and earn a master’s degree in Accountancy with a specialization in taxation. He is now in his third year with Wastvedt and Company.

Jonathan is married with three children and enjoys rooting them on in basketball, football, and ice hockey. When not working, he can be found exploring the local deserts and mountains in his custom Jeep.

Practice Emphasis

  • Senior Accountant

  • Specialization in taxation

  • Tax return preparation

  • Process quarterly and annual payroll tax returns

Education

  • University of San Diego, Bachelor of Arts

  • National University, M.S. in Accountancy

  • CPA candidate

Affiliations

  • CalCPA

  • AICPA

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