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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
Accolades
Community Support
Our Partners
Testimonials
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Important Announcements
Tools
Riskalyze
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Financial Health Assessment
Your Team
Executives
Debra Taylor
CPA, PFS, CDFA®, JD
Founder, Wealth Advisor and Lead Tax Planner
Robert Taylor
Senior Wealth Advisor
Planning Associates
Greg Schultheis
CFP®
Financial Planner
Caroline Taylor
Associate Wealth Strategist
Jennifer Mlynar
MBA
Paraplanner
Client Service Associates
Dominique Vitalis
Senior Client Service Associate
Jared Marzocco
Senior Client Service Associate
Natalia Figueroa
Office Manager
Jessica Beutel
Client Experience 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
Ryan Detrick
CMT®
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Todd Knott
Senior Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Specialist, Trade Operations
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Matt Lewis
CLU®, CLTC®
Vice President, Insurance
Scott Berryman
Director, Trust Solutions
Mike Valenti
CPA, CFP®
Director, Tax Planning
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
Director, Retirement Plans - Investments
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Coordinator, AST
Josh Ream
Sr. Specialist, Internal Insurance
Michael Gruidel
CFP®
Wealth Planner
Ryan Egolf
EA
Senior Tax Planner
Thomas Resner
Director, Retirement Operations
Tom Mullen
Senior Tax Planner