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. Monty and Terri are are active in their church. Monty is the Chairman of the church Finance Committee and he writes a monthly financial stewardship for the church newsletter.
Gregg Gillaspy started his career with Arthur Andersen’s tax department in St. Louis, MO before establishing his own CPA firm in 1992. He sold his firm in 2006 and gained valuable exposure to private accounting for ten years. Capitalizing on what he does best, in 2016 Gregg began providing tax preparation support and a deep level of tax planning to CPA firms across the country such as MT&C.
Like Monty, Gregg has the distinction of being certified in two professions, Accounting and Financial Planning, and is one of the rare individuals who is a CPA without having an accounting degree. Gregg can help advise you on starting your business, exiting your business and everything in between. He is also available for complex personal tax planning and can help you take advantage of the new tax laws kicking in during the coming years.
Gregg and his wife have four boys, one grandson and finally two granddaughters! They are active in their church and are involved in one of its many Life Groups. Gregg has been involved in most all sports, completed a 100-mile triathlon while in college and coached baseball, basketball and football teams his sons have been on. He also enjoys military “stuff” and anything that flies. His father was a Navy fighter pilot and owned a small plane which Gregg grew up flying in.
Matt Taylor 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 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, before coming to our firm. 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.
Sheila Miller grew up in Healdsburg and attended UC Davis and Empire College School of Law. After a career in family law, she focused on estate planning, probate, and estate administration. She is currently pursuing her Masters in Estate Planning law from Golden Gate University. She has also been a lecturer to other attorneys regarding avoiding probate. She regularly volunteers for Recourse Mediation Services as a mediator in elder law matters.
Sheila loves to spend time in the garden: sitting under the oak in the backyard and admiring its spreading branches; tending the vegetable garden; and checking for ripening fruit on the peach and apple trees. When it’s time to retire to the house, Sheila likes to listen to recorded books and knit. She likes to admire her two senior dogs, who are really cute. She “plays” the piano and goes to lessons every other week. When not at work or at home, Sheila is often traveling.
John Byrne adds many years of experience to our team. 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 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 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 as our Front Office Specialist and is now our Operations Associate. 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.
Denelle Rhodes joined our team as our new Front Office Specialist. She is originally from a small town in Kansas, but she moved to California with her family in 2008 when she was about 10 years old. After moving from various cities in Sonoma county, including Rohnert Park and Cotati, she and her family eventually settled and fell in love with Santa Rosa. She recently graduated from Maria Carrillo High School in June of 2016. In her free time, Denelle enjoys traveling up to Cloverdale to visit the wonderful Russian River to swim her day away. Denelle also looks forward to visiting her parents’ chicken farm in Mendocino county.