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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. Mr. Taylor 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.
Mary-Ann’s background includes 15 years in the medical field as a medical assistant and office manager. Mary-Ann graduated from Sonoma State University with a BS in Business Administration/Accounting. She is a Santa Rosa native, has been married for 37 years and has a son and two grandchildren. Mary-Ann enjoys spending time with family and friends, swimming, gardening, working on home improvement projects, traveling and camping
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. 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. 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 of everyone’s birthday.
Greg is a Certified Financial Planner™ practitioner and earned a Bachelor of Arts degree in Management from Sonoma State University. Upon graduation, he spent seven years as a stockbroker with Dean Witter and Prudential Bache Securities. After spending two years as a retirement analyst with the County of Sonoma, he joined Core Asset Management as a Marin county Registered Investment Advisor, responsible for the management of approximately $80,000,000 in client assets. As Vice President, he had the primary responsibility for approximately 150 client relationships and was a key member of the Investment Committee. Currently, he has his own Investment Management and Financial Planning practice. He spends considerable time keeping up with the constant changes in the marketplace by reading numerous industry publications and through continuing education. He has passed the CPA examination, as well as the NASD Series 7 and 66 examinations. He is also a licensed general contractor. Greg's clients appreciate his ability to communicate complex subjects to them in a clear and understandable manner. They also appreciate the fact that he is easy to reach and is always ready to listen to their questions and concerns.
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 Accounting. She completed graduate work in Education, Counseling and Technology. Barbara enjoys spending time with her family and friends, gardening, traveling to foreign countries and scrapbooking her travel experiences.
Originally from Minnesota, Sandy has a Bachelor's degree from the University of Minnesota-Twin Cities, and most recently updated her skills with an Account Clerk certificate from Santa Rosa Junior College. She and her husband of 25 years have lived in California for the past 19 years. When she gets the chance, Sandy enjoys singing, reading, sewing, and gardening.
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Mary-Ann Scheuer has joined our firm as Tax Manager. She has over 12 years of experience in corporate, partnership and individual taxation, and has been an Enrolled Agent since 2005. Mary-Ann also has experience in business consulting for small to medium sized companies, financial statement preparation and QuickBooks consulting.
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.
Greg Porter, with over 13 years of experience in the financial services industry, has developed the knowledge and wisdom to steer his clients through an increasingly complex and volatile investment environment. 
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 15 years of experience working in accounting and office administration. 
Sandy Koppen joined us in December of 2009 as Front Office Manager. 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.