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.

Industry Experience

10+ Years

Education/Certifications

CPA

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.

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Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Anna Chaiken
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Brian Rosen
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Kris Venne, CFP®
Kris Venne, CFP®
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Nick Maggiulli
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Matt Lohrius, CFP®
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Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
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Joe Perna, CFA, CFP®
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Daniel Parra
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Alex Palumbo, CFP®
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Michael Batnick, CFA®
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Barry Ritholtz
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Kyla Candelaria
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Dan LaRosa, AIF®, QPFC
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Tony Isola, CFP®
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Claire Galante
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Lauryn Lafferty
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Travis Varga
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Jalen Randolph, CFP®
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Nelson Crane
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Jay Tini
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Matthew Papandrea, CFP®
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Colleen Parker
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Callie Cox
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Bill Artzerounian
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Eric Zipfel
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Alex Messer
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Susan Gray
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Catalina Castillo
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Andrea Diltz
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Blake Wohlwend
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Lisa Paul
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Patricia Hatzfeld
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Jordan D. Hanson, CFP®
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Joey  Fishman
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Sr. Advisor
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Daniel Baxter
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Lauren Spears
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Client Service Associate
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Chris Carey
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Jonathan Novy
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William Sweet, CFP®
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Adam Niestradt
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Adam Day, CFP®
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Adam Gock
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Nathan Gilmore
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Lisa Rosenstein, CPA®
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Ross Cohen, CFP®
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Dylan Kluender
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Brianna Pintauro
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Kevin Young, CFP®
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Benjamin Coulthard, CFP®
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Stephanie Baszner, CFP®
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Sean Russo
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Everett Taylor, CPA®
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Erika Mauro
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Tadas Viskanta
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Michelle Katzen, CFP®, CDFA®
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John Grayson
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Paul Zodtner, CRPC®, RICP®
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Josh Brown
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Angelica Andrews
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Jacobi Poesch
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