Your Team

Executives

Debra Taylor

CPA/PFS, JD, CDFA™
Founder, Lead Wealth Advisor

Robert Taylor

MBA
Senior Wealth Advisor

Operations Associates

Trevor Hodges

Director of Operations

Jared Marzocco

Operations Associate, Non-producing Registered Representative

Robert Papa

Operations Associate, Non-producing Registered Representative

Client Service Associates

Ryan Mancini

Special Projects Specialist

Jennifer Mlynar

MBA
Financial Planning Administrator

AnnMarie Boccia

Communications Assistant

Comfort Care Specialists

Philly Taylor

Barketing Manager

Maximilian Taylor

Assistant Director of First Impressions

Oliver Taylor

Quality Control Specialist

Audra Taylor

Office Oracle

Coco Taylor

Director of Enjoyment