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

Financial Planner

Jennifer Mlynar

MBA
Paraplanner

Client Service Associates

Caroline Taylor

Senior Client Service Associate

Dominique Vitalis

Senior Client Service Associate

Jared Marzocco

Senior Client Service Associate

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

Patrick Sittner

Director, Portfolio Strategy

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

Jake Bleicher

CFA®
Co-Portfolio Manager

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

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Scott Berryman

JD
Director, Trust Solutions

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

Michael Barczak

Retirement Plans – Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jake Anderson

Wealth Planner

Jody Jackson

Paraplanner

Josh Ream

Insurance Specialist

Michael Gruidel

Wealth Planner

Ryan Egolf

Senior Tax Planner

Thomas Resner

Director, Retirement Solutions

Tom Mullen

Senior Tax Planner