Montgomery Taylor
CPA, CFP, Chief Executive Officer
Jonathan Weintraub
CPA, Operations Manager
Sandy Loewen (Koppen)
CFP, Wealth Advisor
Jennifer Baker
CPA, Tax Advisor
John Byrne
CPA, Tax Advisor
Chuck Harris
CPA, Tax Advisor
Rosaura Flores
Accounting Supervisor
Sharon Wirth
CPA, Tax Advisor
Ben Lane
Tax Advisor
Rachel Harlin
Office Manager
Justine Hernandez
Bookkeeper
Clariza Sandoval
Operations Associate
Chase Overholt
Operations Associate
Amanda Espinoza
Operations Associate
Angela Harrington
Operations Associate
Mariya Pioszak
CPA, Tax Manager
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.