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

Robert Papa

Client Relationship Manager, Non-Producing Registered Representative

Jared Marzocco

Client Relationship Manager, Non-Producing Registered Representative

Client Service Associates

Jennifer Mlynar

MBA
Financial Planning Administrator

Ryan Mancini

Special Projects Specialist

AnnMarie Boccia

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

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Patrick Sittner

Portfolio Strategist

Research Department

Brett Carson

CFA®
Director of Research

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

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner