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 […]
Jonathan Weintraub
CPA, TAX MANAGER
Jonathan Weintraub grew up in Santa Rosa and began his work in the restaurant industry while he put himself through […]
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 […]
Matthew Taylor
SENIOR WEALTH ADVISOR
For over 18 years, Matt excelled in helping individuals, families, and businesses in Sonoma County work toward their financial goals. […]
Sandy Koppen
CFP, Wealth Advisor
Before joining our firm, Sandy Koppen devoted most of her energy to raising her two daughters and volunteering with a variety […]
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 […]
Kelly Mills
OFFICE MANAGER
Kelly joined our team as a Financial Services Specialist and is now our Office Manager. Although originally an East Coast […]
Rachel Harlin
BOOKKEEPER
Rachel joined our team as our Receptionist and now works as our Bookkeeper. She has an Associate’s Degree in Vocal […]
Josalynn Kirby
OPERATIONS ASSOCIATE
Josalynn joined our team as our Front Office Specialist and is now our Operations Associate. She studied Administrative Justice and Psychology […]
Clariza Sandoval
FRONT OFFICE SPECIALIST
Clariza serves as our Front Office Specialist. Her bright smile and welcoming energy will be on full display when you […]
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.