Meet Our Team

Montgomery Taylor

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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.