On The Move

Montgomery Taylor & Company in Santa Rosa recently hired Kelly Mills as their new Financial Services Assistant. Kelly will be working with clients on the investment management/financial planning side of the firm, and will also be delivering tax returns during tax season. This is a new position at Montgomery Taylor & Company, as the Financial Services Specialist, Sandy Koppen, has been moved to a level of higher responsibility in assisting clients with retirement planning and managing the flow of tax preparation services.

Kelly

Kelly Mills
Financial Services Assistant

Sandy

Sandy Koppen,
Financial Services Specialist