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 ↑]
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
