Bree Montoya, CPA/ABV, CVA

Partner

Bree Montoya is the business valuation and litigation support partner at Gray, Blodgett & Company, PLLC. Bree has more than 20 years of accounting and 15 years of public accounting experience.  As a partner at Gray, Blodgett & Company, PLLC, she provides business valuation and litigation support services for family law, commercial litigation, gift & estate planning and other matters related to privately held businesses.

Bree has been involved with hundreds of business valuations and litigation support engagements in a diverse range of industries throughout Oklahoma. She provides support in preparation of expert testimony in courts throughout the State of Oklahoma.

Bree holds a Bachelor of Accountancy and a Bachelor of Business Administration in Finance with a minor in Economics from the University of Oklahoma.

Bree is a Certified Public Accountant (CPA) licensed in the State of Oklahoma.  She is an associate member of the Family Law Section of the Oklahoma Bar Association.

Bree holds the Accreditation in Business Valuation (ABV) from the American Institute of Certified Public Accountants (AICPA).  She is also a Certified Valuation Analyst (CVA) from the National Association of Certified Valuators and Analysts (NACVA). 

Bree is an active member in the AICPA Forensic and Valuation Services Section (FVS) and is a committee member of the AICPA FVS NextGen Taskforce.  She is also an active member in the Oklahoma Society of CPAs (OSCPA), serving as a member of the OSCPAs Business Valuation/Forensic and Litigation Support and Public Relations Committees.

Bree serves as Councilmember, Ward 3 in the City of Norman.

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