The Montgomery Taylor Wealth Management Team
Montgomery Taylor Family of Companies encompasses Montgomery Taylor Wealth Management and Montgomery Taylor, CPA. The family of companies was founded by Montgomery Taylor in his pursuit to provide the best integrated financial planning, investment and tax services to his clients.
Montgomery Taylor
CPA, CFP, CHIEF EXECUTIVE OFFICER
Monty founded Montgomery Taylor Wealth Management in his pursuit to provide the best integrated financial planning, investment, and tax services […]
Stephen Imboden
CPA
Stephen Imboden, CPA, has been in practice in Santa Rosa since 1997. He has worked in public accounting since 1979 […]
Jonathan Weintraub
CPA, OPERATIONS MANAGER
Jonathan Weintraub grew up in Santa Rosa and began his work in the restaurant industry while he put himself through […]
Katrina Faris
Tax Manager
Katrina comes from a family of tax accountants native and still active in the Sonoma County area. She completed her […]
Sandy Loewen (Koppen)
CFP, Wealth Advisor
Before joining our firm, Sandy Loewen (Koppen) devoted most of her energy to raising her two daughters and volunteering with […]
Gregg Gillaspy
CPA, CFP, TAX ADVISOR
Gregg started his career with Arthur Andersen’s tax department in St. Louis, MO before establishing his own CPA firm in […]
Mariya Pioszak
CPA, TAX ADVISOR
Mariya brings a vast amount of experience to our team. She earned her Master’s Degree in Economics from Tver State […]
John Byrne
CPA, TAX ADVISOR
John adds many years of experience to our team. Before joining Montgomery Taylor, John spent many years working as an […]
Rosaura Flores
Accounting Supervisor
She has 33 years of experience in tax preparation, bookkeeping, accounting, and payroll tax services. Rosaura was born and raised […]
Rachel Harlin
BOOKKEEPER
Rachel joined our team as our Receptionist and now works as our Bookkeeper. She has an Associate’s Degree in Vocal […]
Clariza Sandoval
OPERATIONS ASSOCIATE
Clariza serves as our Front Office Specialist. Her bright smile and welcoming energy will be on full display when you […]
Kimberly Carfi
Operations Associate
Kimberly brings with her over 15 years of office management experience. She attended Santa Rosa Junior College and University of […]
Our investing philosophy is to tactically place your money where it will stay protected and grow by utilizing your risk number, along with our other tactics, and matching you to the best portfolio.