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)

Robert F. Keats
Founder and Chairman of the Board
- Master of Science in Financial Planning
- Certified Financial Planner™ (US and Canada)
- Registered Financial Planner (Canada)

John E. Rice
Chief Investment Officer
- Chartered Financial Analyst®
- Certified Financial Planner™ (US)
- Master of Business Administration
Planning Team [Back to Top ↑]

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

David Smitten
Cross-Border Team Manager and General Counsel
- Juris Doctor

Renee Bellefeuille
Cross-Border Financial Planner
- Certified Senior Advisor®
- Registered Paraplannersm

Matt Lucas
Cross-Border Financial Planner
- Certified Financial Planner™ (US)

Mary Ellen Fowler
Cross-Border Financial Planner
- Certified Financial Planner™ (US)
- Master of Business Administration

Murray Smith
Cross-Border Financial Planner
- Certified Financial Planner™ (US and Canada)
- Master of Arts (Economics)

Brad Flecke
Cross-Border Financial Planner
- Certified Financial Planner™ (US)
- Attorney
Investment Team [Back to Top ↑]
Tax Team [Back to Top ↑]

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

Karen Rogers Sim
Cross-Border Tax Manager
- Chartered Professional Accountant
- Certified General Accountant
- Enrolled Agent

Frances Stickel
Cross-Border Tax Professional
- Master of Business Administration
- Enrolled Agent (IRS)

Theodore Richardson
Cross-Border Tax Manager
- Juris Doctor
Business Development Team [Back to Top ↑]

Peter Henry
Director of Finance and Business Development