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 two grandchildren.
Matt Taylor joined our firm in January 2018. He graduated from Sonoma State University with a Bachelor’s degree in Business Administration/Finance. Since then, for the past 18 years, he has been helping individuals, families, and businesses work toward their financial goals. His experience provides a new perspective for our firm. He has worked for several banks in different capacities, from Commercial banking to being a Financial Advisor. He has also managed trades for Trust and Estate clients. He has helped his clients in areas such as money management, loan acquisition, financial planning, portfolio and trade-management, and life insurance. He is a licensed California Life Insurance Agent and has his FINRA Series 7, 63, & 65 licenses. He has also nearly completed his CFP certification.
Matt has a rich family history with deep roots anchored in Sonoma County. He was born and raised in Sonoma County, as were his parents before him. For over 20 years, Matt has been an avid free diver and scuba diver. Also, in his free time, he loves to go hiking and camping.
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.
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 and is now our Office Manager. 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 Marketing Associate. 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.
Josalynn Kirby joined our team in October 2017 as our Front Office Specialist. She studied Administrative Justice and Psychology at the Santa Rosa Junior College before switching focus into Administrative Assistance. Sonoma County raised, she has enjoyed living in multiple towns in the county before settling in Hopland, where she and her husband help care for family. Free time leaves no dull days as she enjoys reading, cooking, baking, racing track karts, working the food stand at a nearby race track, and generally going on adventures with her daughter.
Barbara Shaw joined us in 2008 as our Client Services Manager and is now our seasonal Tax Preprarer. 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.
Cheryl Mott joined us in May 2018 as our bookkeeper. After a long career working as an administrative and personal assistant, she returned to college and earned a certificate in accounting. Since that time, she has worked for a bookkeeping service and continued to study. She earned her Certified Public Bookkeeper license in 2017. Cheryl and her husband, Nigel, moved to Santa Rosa from England in 1992. Cheryl was born in Kent, England, but before moving here spent most of her years living and working in London. She enjoys Nutrition, health, and fitness and, although cooking isn’t one of her favorite things to do, she finds it rewarding to cook from scratch as often as possible.