Archives: Team Members
Montgomery Taylor
Monty founded Montgomery Taylor Wealth Management in his pursuit to provide the best integrated financial planning, investment, and tax services […]
Jonathan Weintraub
Jonathan Weintraub grew up in Santa Rosa and began his work in the restaurant industry while he put himself through […]
Gregg Gillaspy
Gregg started his career with Arthur Andersen’s tax department in St. Louis, MO before establishing his own CPA firm in […]
Matthew Taylor
For over 18 years, Matt excelled in helping individuals, families, and businesses in Sonoma County work toward their financial goals. […]
Sandy Koppen
Before joining our firm, Sandy Koppen devoted most of her energy to raising her two daughters and volunteering with a variety […]
Mariya Pioszak
Mariya brings a vast amount of experience to our team. She earned her Master’s Degree in Economics from Tver State […]
John Byrne
John adds many years of experience to our team. Before joining Montgomery Taylor, John spent many years working as an […]
Kelly Mills
Kelly joined our team as a Financial Services Specialist and is now our Office Manager. Although originally an East Coast […]
Rachel Harlin
Rachel joined our team as our Receptionist and now works as our Bookkeeper. She has an Associate’s Degree in Vocal […]
Josalynn Kirby
Josalynn joined our team as our Front Office Specialist and is now our Operations Associate. She studied Administrative Justice and Psychology […]