Your Team

Executives

Debra Taylor

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

Robert Taylor

MBA
Senior Wealth Advisor

Operations Associates

Jared Marzocco

Client Relationship Manager, Non-Producing Registered Representative

Ashley Hourigan

Administrator

Client Service Associates

Jennifer Mlynar

MBA
Financial Planning Administrator

Caroline Taylor

Client Relationship Associate

Evelyn Poweska

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

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Jake Bleicher

CFA®
Co-Portfolio Manager

Kevin Zlomke

Director of Trading

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, Wealth Solutions

Erin Wood

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

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

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

Karl Strube

Senior Tax Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner