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
