Everett Taylor, CPA®

Tax Manager

How I Arrived at Ritholtz

After working in mental healthcare for several years, I made the decision to make a career change. I hustled to meet the requirements to become a CPA, working in the tax preparation industry starting at the very bottom as an intern. I worked my way to become a partner in a CPA firm, and realized that the model was not what I was looking for. Having following RWM for years, they announced they were looking to expand their tax team, and I jumped at the opportunity. I could not be more excited to be here.

Favorite Part Of The Job

Tax planning is a multilayered and extremely complex puzzle that can be molded and shaped into a a piece of art. Taking the pieces of someone’s puzzle and making something beautiful from it is the most satisfying thing I can imagine. Getting to do that as part of the RWM team is a genuine dream come true.

When I'm Not Working

When I am not working I am chasing my 3 year old daughter or probably burping my 2 month old. If I can find time after that to read or watch soccer, then I’m a happy man.

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Sr. Advisor
Benjamin Coulthard, CFP®
Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
Lisa Rosenstein, CPA®
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Jacobi Poesch
Jacobi Poesch
Sr. Client Service Associate
Jacobi Poesch
Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Nathan Gilmore
Nathan Gilmore
Estate Attorney
Nathan Gilmore
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Erika Mauro
Erika Mauro
Client Service Director
Erika Mauro
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Advisor
Nate Jefferson, CFP®
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
John Grayson
John Grayson
Head of Post Production
John Grayson
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Josh Brown
Josh Brown
CEO
Josh Brown
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Daniel Parra
Daniel Parra
Sr. Creative Media Producer
Daniel Parra
Alex Messer
Alex Messer
Sr. Trader
Alex Messer
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Dina Isola
Dina Isola
Advisor
Dina Isola
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Chris Carey
Chris Carey
Advisor
Chris Carey
Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Sean Russo
Sean Russo
Investment Analyst
Sean Russo
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Joe Perna, CFA, CFP®
Joe Perna, CFA, CFP®
Advisor
Joe Perna, CFA, CFP®
Adam Niestradt
Adam Niestradt
Sr. Investment Analyst
Adam Niestradt
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Jay Tini
Jay Tini
President
Jay Tini
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria