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 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

John P. Simpson
Director of Client 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
Financial Planning Manager
  • Certified Financial Planner™ (US)

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

Matt Lucas
Cross-Border Financial Planner
  • Certified Financial PlannerTM (US)

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

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

Investment Team [Back to Top ↑]

Michael Hinterlong
Portfolio Manager

    Ken Lew
    Investment Analyst
    • Master of Business Administration

    Tax Team [Back to Top ↑]

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

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

    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)

    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?
    
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