Meet Our Team

We take the time to get to know you, understand your goals and concerns, and provide tailored solutions designed to help you meet your retirement objectives.

Our Commitment to Your Financial Success 

Our decision to become financial professionals is deeply personal. Over the years, we’ve seen many friends and family members struggle to find the guidance they needed to plan for their financial futures. Combining our understanding of personal finance with professional training, we are committed to helping individuals prepare confidently for what lies ahead.

Through years of experience, we have built a reputation for educating clients in a clear and approachable way—empowering them to understand personal finance and apply those principles to pursue their financial goals. We are proud to serve our community and remain dedicated to helping it thrive.

At our firm, we have the client—and only the client—in mind.

Greg and Kristin Taylor are known for their playful banter on their weekly radio show, Winning Retirement, which airs every Saturday at 1 p.m. and Sundays at 6 a.m., 7 a.m., 10 a.m., & 1 p.m. on 610 WTVN. You can also catch Winning Retirement with Greg & Kristin Taylor on television - Fridays at 1:30 p.m. on NBC 4, and Sundays at 9:30 a.m. on The CW, 11:30 a.m. on ABC 6 and 11 a.m. on FOX. 

Gregory Taylor

Gregory Taylor

Founder

Kristin Taylor

Kristin Taylor

Vice President

Brent Ries

Brent Ries

Financial Advisor

Jessica Bartley

Jessica Bartley

Client Relations Manager

Kelly Baltzer CTS™, (k)RS™

Kelly Baltzer CTS™, (k)RS™

Operations Manager

Kourteney Dugan

Kourteney Dugan

Business Transition Manager

Raushel Snedeker

Raushel Snedeker

Client Relations Coordinator

Diane O'Donnell

Diane O'Donnell

Business Transition Coordinator

Jennifer Klostermann

Jennifer Klostermann

Administrative Coordinator

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.