Montgomery L Taylor, CPA, CFP
Monty Taylorfounded 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 together they have raised three great kids.
Sandy Koppen, Tax & Investment Advisor
Sandy Koppenjoined 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, Sandy has a Bachelor’s degree from the University of Minnesota-Twin Cities, and updated her skills (after raising her girls) with 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). She has lived in California since 1990. When she gets the chance, Sandy enjoys singing, reading, sewing, and gardening.
Eric Gullotta, Attorney, CPA, MS Tax
Eric Gullottais 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, will, advanced healthcare directives and POA. Further specialties are taxation and business formation. Eric is excited to open a new location in the same location as Montgomery Taylor where he and Montgomery will be able 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.
Gary Liess, Life Insurance Expert
Gary Liessis a licensed professional in life insurance and annuities; he counsels and analyzes the needs of clients in that area of their financial plan which calls for safety, protection, guaranteed returns and generating an income for the rest of their life. He also advises clients on how to pay for their children’s college education—without going broke. Gary teaches workshops on the subject of college financial aid planning and instructs families about the college admissions process, all the dos and don’ts of applying for financial aid and, of course, the strategic financial planning that must go along with it. Gary has been in the financial services industry since 1989. He has been a seminar speaker on topics such as Mutual Fund Investing, IRA Planning, Living Trusts, Tenant in Common Investments and Structured Installment Sales. His experience has also included being a licensed real estate professional specializing in tax deferred investing, utilizing 1031 exchanges with Tenant in Common Investments and Structured Installment Sales. Gary is the author of “Investing in Tax Deed Certificates.” Prior to entering the financial services field, Gary had a broad array of business experiences, including being a commercial pilot, owning a North Bay wholesale distribution business, serving on the Board of a Santa Rosa internet startup company, and investing in real estate for his own portfolio. Gary and his wife, Carolyn, have been residents of Sonoma County for the past 30 years. In his leisure time, he enjoys sailing, playing golf, making wine, gardening and traveling.
Phil Glassey, CPA
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 over 37 years. His career has included audits, tax preparation, controller and CFO of two small companies, and teaching accounting in college (including tax courses). He recently moved back to California after living 35 years in Seattle, Washington. 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. Last year his caravan of 23 units traveled fifty days visiting National Parks and other landmarks in the Northwest. Philâ€™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. Last November he married a school teacher and they live in her house in Rohnert Park. Margie has three children and five grandchildren and has promised Phil she will keep track ofeveryone’s birthday.
Alan Wingate, CPA
Alan Wingate joined us in December 2013 as a Tax Advisor. Alan has had great experience running successful small businesses and has a great deal of experience in real estate, property management, asset management, accounting and tax preparation. He attended the University of Colorado at Boulder where he earned a degree in Business and Administration with an emphasis in accounting. Upon graduating, he returned to the Bay Area and has been here ever since. Alan received his CPA license in March of 2014. Alan has a real affinity for the mountains and enjoys hiking, skiing and fly fishing. He moved back to Sonoma County in 2007 where he lives with his lovely wife Kathy and the youngest of his three step-children, Grace.
Barbara Shaw, Client Services Manager
Barbara Shaw joined us in 2008 as our Client Services Manager. 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 enjoys making a difference in the lives of others. She has the knowledge and experience to assist college-bound students and their families pursue their educational and career goals. 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, photography, traveling to foreign countries and scrapbooking her travel experiences.
Kelly Mills, Financial Services Specialist
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.
Danielle Putonen, Client Services Specialist
Danielle Putonen joined our office in July of 2012 as our Client Services Specialist. Danielle was born in Santa Cruz, where she has fond memories of being raised by a single father. She moved to Merced in 1999, where her focus turned to playing basketball until she was sidelined by a concussion in her junior year of High School. Upon graduating high school, Danielle moved to the North Bay to attend Sonoma State University where she obtained her Bachelor’s Degree in Psychology. Danielle has fallen in love with Sonoma County and has decided to make it her permanent residence, while still considering both Santa Cruz and Merced “home”. In her spare time Danielle enjoys photography, camping, concerts, and spending time with her boyfriend, Joe, and black lab, Dakota.
Seth Howland, Executive Associate
Seth Howland joined our staff in December 2013 as our Executive Associate. Seth studied at Santa Rosa Junior College, the INSIGHT program through the University of Northwestern, and finished his BA in History at Thomas Edison State College. He volunteered several summers at a youth camp in Eastern Europe and has worked more than five years in the hospitality industry. He and his wife, Hope, enjoy traveling and exploring the many restaurants of Sonoma County. One of Seth’s favorite activities is losing track of time fly fishing in the Sierra Nevada Mountains.