Montgomery Taylor Family of Companies encompasses Montgomery Taylor & Company, LLC. and Montgomery Taylor, CPA. The family of companies was founded by Montgomery Taylor in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. Joining Monty is a team of financial advisers and administrative staff dedicated to providing the financial peace of mind each client needs from the moment they walk through our door.
Our Mission Statement
Our mission is to be the local wealth management company most admired for its people, excellence and service.
We serve clients who are looking for an integrated financial service that takes into account all facets of their financial picture to help them plan not just for the now but for the future. Our advisors will guide you as you implement the investment strategies that help you meet your financial and life goals. We will help you:
We offer customized investment strategies to help you achieve your financial goals now and in the future. CONTACT US today or CALL (707) 576-8700 to schedule a time to come into our office for a meet-and-greet.
Monty Taylor founded Montgomery Taylor and Company LLC in his pursuit to provide the best integrated financial planning, investment and tax services to his clients. As both a Certified Public Accountant and Certified Financial Planner, Monty has over 30 years of investment and financial advisory experience. His passion is working with middle- to high-income clients to help them achieve their financial goals and the stability and lifestyle they’re seeking for and during retirement.
As a highly credentialed professional in the investment consulting industry and an experienced institutional manager, he has worked as a key executive for a $700 million pension plan. As a personal wealth advisor, he has coached many high net-worth individuals and couples in Sonoma and Marin counties. Monty personally counsels individual clients on wealth management strategies, and he is readily accessible for questions and financial and/or tax consultations with his clients. Monty grew up in the Alexander Valley of Sonoma County. He married his junior college sweetheart, Terri, in 1979, and they have three grown children and one grandchild.
Vivian Chen joined our firm in October 2016 as our Accounting Manager. She completed her Master of Science degree in Accounting from Wayne State University in Michigan in 2010. With over six years of public and private manufacturing company accounting experiences and holding a valid California CPA license, she enjoys helping business owners analyze and understand their business performance and big-picture perspective, and empowering them to be more successful. Vivian and her husband, Jin, stay busy with their son who participates in swimming, soccer, and basketball. She also enjoys traveling with her family. They have been to New York, Washington, D.C., Colorado, Texas, China, Alaska, Florida, just to name a few.
Sandy Koppen joined us in December of 2009. Prior to that time, Sandy devoted most of her energy to raising her two daughters and contributing her abilities to serving in a variety of volunteer positions in organizations ranging from Girl Scouts and Habitat for Humanity to her daughter’s schools and her church congregation. Originally from Minnesota, she has lived in California since 1990. Sandy has a Bachelor’s degree from the University of Minnesota-Twin Cities as well as an Account Clerk certificate from Santa Rosa Junior College. Sandy is a CTEC (California Tax Education Council) certified tax preparer and IAR (Investment Advisory Representative), and is currently working toward her CFP (Certified Financial Planner) designation. Sandy finds satisfaction in helping clients better understand their financial picture so they can make good decisions for their future. When she gets the chance, Sandy enjoys singing, reading, gardens, and weekend RV camping trips.
Michelle Gordon joined our team in June of 2016 as a Tax & Investment Advisor. She is a licensed Investment Advisor Representative (IAR), a CA Life Insurance Agent, and a CTEC (California Tax Education Council) Certified Tax Preparer. Michelle is currently working on her CFP (Certified Financial Planner) certification through the College for Financial Planning. She also has a Bachelor’s degree in Mathematics/Computer Science from California State University, San Jose. Michelle started her career in Software Engineering, working for Lockheed-Martin Space Systems Division in Sunnyvale, CA. She left Lockheed-Martin to start a family and then began a second career in 2002 teaching college preparatory mathematics. After 14 years of teaching Advanced Mathematics and Calculus, she moved into the financial industry to establish long-term relationships with clients, helping them wade through complex issues, and find optimal pathways for both growth and security. Michelle has two grown children, and one daughter-in-law. She enjoys dancing, traveling, hiking, and studying most anything.
Eric Gullotta is an attorney and CPA with offices in Santa Rosa and Sonoma. He focuses on estate planning, trust administration, and probate as well as the preparation of estate documents including trusts, wills, advanced healthcare directives and POA. Further specialties are taxation and business formation. Having a second location in Santa Rosa with Montgomery Taylor allows him to serve his clients’ needs in conjunction with Montgomery’s tax and wealth planning team. Working closely with Montgomery will allow him to monitor his client’s legal needs during the implementation of Montgomery’s tax and investment strategies. Eric received his bachelor’s degree from the University of California at Santa Barbara in economics and accounting. After graduation he worked for a Napa CPA firm while he studied for and passed the CPA exam and became a licensed CPA in the State of California. Furthering his qualifications and interest in estate work, he earned a master’s degree with honors in Taxation from Golden Gate University in San Francisco while working full time at Richard A. Gullotta, CPA, MBA, Inc. Seeing the need for a special combination of education and experience, without taking a summer off, Eric immediately enrolled at Empire College in Santa Rosa, where he received his Juris Doctor Cum Laude while working and starting a family. After passing the California State Bar, Eric worked for Sonoma County’s largest law firm, Perry, Johnson, Anderson, Miller, and Moskowitz. He has recently added business formation services at his private practice in the City of Sonoma, California. His growing interest in national economics led to publication of his article on the tax effects of real estate foreclosures was published in the Spring 2009 Sonoma County Bar Association Bar Journal. The Office of Eric S. Gullotta is a separate and distinct entity from Montgomery Taylor, LLC. Any legal advice will be soley from the Office of Eric S. Gullotta.
Phil Glassey joined our staff in the beginning of 2009. He enjoys the challenge of trying to keep up with the changes in tax laws given to us by our servants in Congress. Phil has been a CPA for 44 years. His career has included audits, tax preparation, controller and CFO of two small companies, and teaching accounting in college (including tax courses). He maintains his home in Olympia Washington but lives in Rohnert Park during tax season and when he is not in Washington or traveling around the country. Phil likes to climb small mountains and camp in an Airstream trailer. He is a member of the Wally Byam Caravan Club (the Airstream owners association) and leads club caravans during the summer months throughout the U.S. Phil’s first wife died in 2005. They have two children, one in Southern California and one in Seattle. Their four grandchildren are in college and high school. Phil married Margie (a retired school teacher) in 2008 and lives in her home when not traveling or in Washington. Margie has three children and ten grandchildren and has promised Phil she will keep track of everyone’s birthday.
John Byrne merged his practice into our firm in November 2015, adding many years of experience. Before joining our team John Byrne, CPA had been in practice in Santa Rosa either in partnerships or as a sole practitioner since 1976. He has worked in public accounting since graduating from California State University, Chico in 1969. He worked in Santa Rosa and then in St. Helena before coming back to Santa Rosa to form a partnership in 1976. John’s practice was primarily centered on income tax planning and preparation. John and his wife Kathy have three grown children and four grandchildren spread across the country; they do a fair amount of traveling to see their kids. Kathy is a watercolor artist and John enjoys helping her with her shows.
Kelly Mills joined our team in September of 2013 as our Financial Services Specialist. Although originally an East Coast girl, Kelly spent the majority of her upbringing in beautiful Lake Tahoe where she spent her days wake-boarding, skiing, hiking, swimming, camping, and enjoying the wondrous outdoors as well as studying dance. Upon completion of high school she moved to Santa Cruz to not only attend UCSC, but also play soccer for the Banana Slugs. Santa Cruz brought many adventures, but alas after graduation (with a degree in Early Modern Literature) she began a new escapade and moved to Santa Rosa to attend Graduate school at Sonoma State University.
Rachel Harlin joined our team in October 2015 as our Receptionist and now works as our Administrative Assistant. She has an Associate’s Degree in Fine Arts from Casper Community College majoring in vocal performance. She has had experience as a personal banker, bookkeeper, and administrative assistant. During a period of time as a stay-at-home mom she fell in love with books and writing, and published a romance novel in 2009. She moved to Santa Rosa in 2014 and loves the fall colors and much warmer winters. In her spare time Rachel enjoys reading, writing, singing, baking, and spending time with her husband, Jason, and their eight beautiful daughters.
Barbara Shaw joined us in 2008 as our Client Services Manager and is now our Tax Processor. Barbara was a Business Education teacher for 20 years at the high school and junior college level. She retired after 17 years of teaching at Rancho Cotate High School in Rohnert Park through the Sonoma County Regional Occupational Program. In 2001 she was recognized by Sonoma County’s School to Career Partnership as “Outstanding Career Education Teacher”. In addition to her teaching background, Barbara has over 20 years of experience working in accounting and office administration. Barbara graduated from Humboldt State University with a B.S. in Business Administration/Accounting. She completed graduate work in Education, Counseling and Technology. Barbara enjoys spending time with her family and friends, gardening, reading, traveling and taking photos. She can often be found enjoying the redwoods at her cabin on the Mendocino coast.