Montgomery Taylor
CPA, CFP, Chief Executive Officer
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 […]
Jonathan Weintraub
CPA, Operations Manager
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 […]
Sandy Loewen (Koppen)
CFP, Wealth Advisor
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 […]
Jennifer Baker
CPA, Tax Advisor
Jennifer Baker
CPA, Tax Advisor
Jennifer started her career in Kansas City with a medium-size CPA firm in 1996. She then continued her career by […]
John Byrne
CPA, Tax Advisor
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
Rosaura Flores
Accounting Supervisor
She has 33 years of experience in tax preparation, bookkeeping, accounting, and payroll tax services. Rosaura was born and […]
Sharon Wirth
CPA, Tax Advisor
Sharon Wirth
CPA, Tax Advisor
Sharon grew up in Mendocino County and began her career in Business Tax Services with Deloitte in the […]
Ben Lane
Tax Advisor
Ben Lane
Tax Advisor
Ben joined Montgomery Taylor Wealth Management as a Tax Advisor. After years with a tax firm in Marin County, Ben […]
Rachel Harlin
Bookkeeper
Rachel Harlin
Bookkeeper
Rachel joined our team as our Receptionist and now works as our Bookkeeper. She has an Associate’s Degree in […]
Stacey Demidow
Wealth Advisor, CPA
Stacey Demidow
Wealth Advisor, CPA
Moving to Santa Rosa in 1995, Stacey Demidow has worked in both Public Accounting as an Auditor/Tax Senior Accountant and […]
Clariza Sandoval
Operations Associate
Clariza Sandoval
Operations Associate
Clariza serves as our Front Office Specialist. Her bright smile and welcoming energy will be on full display […]
Chase Overholt
Operations Associate
Chase Overholt
Operations Associate
Chase joined the Montgomery Taylor Wealth Team as an Operations Associate after years of experience in client relations in other […]
Amanda Espinoza
Operations Associate
Amanda Espinoza
Operations Associate
Originally from San Jose, Amanda fell in love with the vibrant culture of Sonoma County and now resides on the eastside of […]
Justine Hernandez
Receptionist
Justine Hernandez
Receptionist
Justine Hernandez grew up in Yuba City, where she attended both Yuba City High School and Yuba Community College. […]
Gregg Gillaspy
CPA, CFP, Tax Advisor
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 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 […]
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.
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.