Sally A. Taylor Appointed KeatsConnelly Director of Financial Planning

KeatsConnelly, an award-winning, wealth management firm that specializes in managing the complexities of accumulated wealth as well as US/Canadian cross-border planning, has named Scottsdale resident Sally A. Taylor, CPA, PFS, as its newest director of financial planning. Taylor will also hold the title of senior planner. She will be responsible for the overall supervision of the financial planning department, as well as performing comprehensive financial planning services for US and Canadian clients.

Taylor received her Master of Science in Financial Planning from the College for Financial Planning and her Bachelor of Arts in Accountancy from John Carroll University. She is a member of the American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants, the Financial Planning Association and the Central Arizona Estate Planning Council.

About KeatsConnelly

Keats, Connelly and Associates, a wealth management firm with offices in Arizona, Florida and Michigan, that assists Canadians and Americans in realizing their dreams of a cross-border lifestyle. The firm’s fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests, at all times, while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit

Related Downloads

Printer Friendly (PDF)

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
Get Updates from Us