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Larry Montague

CPA, Executive Vice President

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Present Position

  • Executive Vice President
  • Officer of ResourceOne Health Management Services, LLC and Burkett Financial Services, LLC
  • Experienced in corporate, partnership and individual taxation
  • Performs ERISA audits of defined contribution retirement programs, overhead audits for compliance with DCAA and FAR regulations, financial statement audits of private businesses, local school districts, and single audits of compliance and internal control in accordance with Governmental Auditing Standards


  • Worked in family-owned business until 1994
  • Specialized in the management of turnkey bulk material handling construction projects for the power, mining, and pulp and paper industries
  • Extensive background in project management, and financial and managerial accounting, as it relates to construction contracting

Professional and Civic Activities

  • South Carolina Association of Certified Public Accountants—Received Presidential Award in 2003
  • Central Chapter of Certified Professional Accountants
  • American Institute of Certified Public Accountants
  • Leadership Sumter Graduate
  • Rotary District 7770, Assistant Governor 2008/2009, 2009/2010 & 2010/2011, District Treasurer – 2011/2012
  • Rotary Club of Sumter Sunrise—President, Secretary, Chair of each Avenue of Service, Rotarian of the Year 2007/2008
  • Greater Sumter Chamber of Commerce
  • First Presbyterian Church—Past Deacon
  • Wilson Hall School Board of Trustees—Past Vice Chairman and Past Treasurer
  • Sumter YMCA— Past Chief Volunteer Officer, Treasurer, and Chairman of the Building Committee overseeing the Sumter Y’s 1994 expansion


  • University of South Carolina—Graduated: May 1996
    • Master of Accountancy with a concentration in Taxation
  • The Georgia Institute of Technology—Graduated: August 1975
    • Bachelor of Science Degree in Industrial Management

Interesting Facts

  • Born and Resides in Sumter, South Carolina
  • Married to the former Karen Brunson
  • They have four children


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