Archives: Team Members

Montgomery Taylor

Aug 25, 2019
Monty founded Montgomery Taylor Wealth Management in his pursuit to provide the best integrated financial planning, investment, and tax services […]

Jonathan Weintraub

Aug 24, 2019
Jonathan Weintraub grew up in Santa Rosa and began his work in the restaurant industry while he put himself through […]

Gregg Gillaspy

Aug 23, 2019
Gregg started his career with Arthur Andersen’s tax department in St. Louis, MO before establishing his own CPA firm in […]

Matthew Taylor

Aug 22, 2019
For over 18 years, Matt excelled in helping individuals, families, and businesses in Sonoma County work toward their financial goals. […]

Sandy Koppen

By: Paige
Aug 21, 2019
Before joining our firm, Sandy Koppen devoted most of her energy to raising her two daughters and volunteering with a variety […]

Mariya Pioszak

By: Paige
Aug 20, 2019
Mariya brings a vast amount of experience to our team. She earned her Master’s Degree in Economics from Tver State […]

John Byrne

By: Paige
Aug 19, 2019
John adds many years of experience to our team. Before joining Montgomery Taylor, John spent many years working as an […]

Kelly Mills

By: Paige
Aug 17, 2019
Kelly joined our team as a Financial Services Specialist and is now our Office Manager. Although originally an East Coast […]

Rachel Harlin

By: Paige
Aug 16, 2019
Rachel joined our team as our Receptionist and now works as our Bookkeeper.  She has an Associate’s Degree in Vocal […]

Josalynn Kirby

By: Paige
Aug 15, 2019
Josalynn joined our team as our Front Office Specialist and is now our Operations Associate.  She studied Administrative Justice and Psychology […]