Search
(201) 891-1130
Client Login
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
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Important Announcements
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
CONTACT AN ADVISOR
CONTACT US
CONTACT US
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
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Important Announcements
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Your Team
Executives
Debra Taylor
CPA/PFS™, JD, Certified Divorce Financial Analyst®
Founder, Wealth Advisor and Lead Tax Planner
Robert Taylor
MBA
Senior Wealth Advisor
Planning Associates
Jennifer Mlynar
MBA
Financial Planning Administrator
Operations Associates
Jared Marzocco
Client Relationship Associate
Caroline Taylor
Client Relationship Associate
Client Service Associates
Evelyn Poweska
Client Care Associate
Jessica Beutel
Client Service 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
Burt White
Chief Strategy Officer
Ryan Detrick
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
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
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
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
×