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)

Robert F. Keats
Founder and Executive Director
  • 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

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

Planning Team [Back to Top ↑]

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

Matt Lucas
Cross-Border Financial Planner
  • Registered ParaplannerSM

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

Murray Smith
Cross-Border Financial Planner

Investment Team [Back to Top ↑]

Darin Tuttle
Portfolio Manager/Investment Officer

Michael Hinterlong
Investment Analyst

    Tax Team [Back to Top ↑]

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

    Paul Hakimi
    Tax Manager
    • Chartered Accountant

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

    Linda Liu
    Tax Manager

    Frances Stickel
    Tax Preparer

    Business Development Team [Back to Top ↑]

    Peter Henry
    Director of Finance and Business Development

    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

    Upcoming Workshops
    2018 - Phoenix, AZ
    2018 - Rancho Mirage, CA
    2018 - Naples, FL
    2018 - Delray Beach, FL
    2018 - Ft. Lauderdale, FL