New Employee at Montgomery Taylor & Company

Sandy Koppen

Sandy Koppen

Kelly Mills

Kelly Mills

Montgomery Taylor & Company in Santa Rosa recently hired Kelly Mills as their new Financial Services Assistant.  Kelly will be working with clients on the investment management/financial planning side of the firm, and will also be delivering tax returns during tax season. This is a new position at Montgomery Taylor & Company, as the Financial Services Specialist, Sandy Koppen, has been moved to a level of higher responsibility in assisting clients with retirement planning and managing the flow of tax preparation services.