Meet the Team

Management Team [Back to Top ↑]

Sally A. Taylor
Chief Executive Officer
  • Master of Science in Financial Planning
  • Certified Public Accountant
  • Personal Financial Specialist
  • Certified Financial Planner™ (US)

Bryant E. Andrus
President
  • Certified Financial Planner™ (US)
  • Registered Financial PlannerTM (Canada)

Robert F. Keats
Founder and Executive Director
  • Master of Science in Financial Planning
  • Certified Financial Planner™ (US and Canada)
  • Registered Financial Planner (Canada)

David H. Levine
International Tax Manager
  • Chartered Professional Accountant, Chartered Accountant
  • Certified Public Accountant

Jon A. Schade
Chief Operating Officer
  • Certified Public Accountant
  • Certified Information Technology Professional

John E. Rice
Chief Investment Officer
  • Chartered Financial Analyst®
  • Certified Financial Planner™ (US)
  • Master of Business Administration

John P. Simpson
Director of Tax Services
  • Master of Business Administration – Major in Taxation
  • Certified Public Accountant

Planning Team [Back to Top ↑]

Brad L. Reichert
Cross-Border Financial Planner
  • Chartered Financial Analyst®
  • Certified Financial Planner™ (US)
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • Master of Business Administration, Finance

Marie Sardano
Director of Florida Operations / Cross-Border Financial Planner
  • Chartered Financial Consultant® (US and Canada)

Stephen Thompson
Cross-Border Financial Planner
  • Certified Financial Planner™ (US)
  • Master of Arts in Economics

Nathan Gehring
Manager of Wealth Management Services / Cross-Border Financial Planner
  • Certified Financial Planner™ (US)

David Smitten
Manager of Private Client Services / Cross-Border Financial Planner / In-House Counsel
  • Juris Doctor

Renee Bellefeuille
Cross-Border Financial Planner / Special Projects Advisor
  • Registered Paraplannersm
  • Certified Senior Advisor®

Matt Lucas
Associate Cross-Border Financial Planner
  • Registered ParaplannerSM

Mary Ellen Fowler
Associate Cross-Border Financial Planner
  • Master of Business Administration

Investment Team [Back to Top ↑]

Michael Hinterlong
Investment Analyst

    Tax Team [Back to Top ↑]

    Kerry Gray
    International Tax Director
    • Master of Business Administration
    • Chartered Professional Accountant, Chartered Accountant

    Craig Neumann
    Tax Manager
    • Certified Public Accountant
    • Master of Taxation
    • Master of Business Administration

    Paul Hakimi
    Tax Manager
    • Chartered Accountant

    Karen Rogers Sim
    Senior Tax Associate
    • Chartered Professional Accountant
    • Certified General Accountant
    • Enrolled Agent

    Ted Richardson
    Senior Tax Associate
    • Juris Doctor

    Brenda Clark
    Tax Associate

      Marketing/Business Development Team [Back to Top ↑]

      Jacques Raymond
      Director of Business Development
      • Master of Commercial Science – Marketing

      Barbara Madden
      Marketing Administrator

      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.
      Buying Real Estate in the US
      This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
      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?
      TRY OUR CROSS-BORDER FORUM »
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      Upcoming Workshops
      2017 - Phoenix, AZ
      2017 - Palm Springs, CA
      2017 - Naples, FL
      2017 - Boca Raton, FL

      WORKSHOP/SEMINAR DETAILS »