Team

Executives

Debra Taylor

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

Robert Taylor

MBA
Senior Wealth Advisor

Operations Associates

Jared Marzocco

Operations Associate, Non-producing Registered Representative

Robert Papa

Operations Associate, Non-producing Registered Representative

Client Service Associates

Ryan Mancini

Chief of Staff & Director of Client Administration

Jennifer Mlynar

Financial Planning Administrator

Alexis Cedeno

Client Services Coordinator

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

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Mike Lawrence

Portfolio Manager

Bobby Schultz

Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Brett Carson

CFA®
Director of Research

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

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

Ryan Yamada

CFP®
Planner