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Services
Women & Investing
Be S.M.A.R.T.
WealthMatch™
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Small Business Owners
Transparent Fees
Events
Events
Speaking Engagements
About
Why Us?
Our Team
Our Story
FAQs
Core Values
Our Process
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Important Announcements
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Your Team
Executives
Debra Taylor
CPA/PFS, JD, CDFA™
Founder, Lead Wealth Advisor
Robert Taylor
MBA
Senior Wealth Advisor
Operations Associates
Jared Marzocco
Client Relationship Manager, Non-Producing Registered Representative
Ashley Hourigan
Administrator
Client Service Associates
Jennifer Mlynar
MBA
Financial Planning Administrator
Caroline Taylor
Client Relationship Associate
Evelyn Poweska
Client Care Associate
Comfort Care Specialists
Audra Taylor
Office Oracle
Coco Taylor
Director of Enjoyment
Maximilian Taylor
Assistant Director of First Impressions
Oliver Taylor
Quality Control Specialist
Philly Taylor
Barketing Manager
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Research Department
Jake Bleicher
CFA®
Co-Portfolio Manager
Kevin Zlomke
Director of Trading
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner, Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Matt Lewis
Vice President, Insurance
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
Mike Valenti
CPA, CFP®
Director, Tax Planning
Chris Tooker
AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Karl Strube
Senior Tax Planner
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
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