Bryan D. Taggart, CFP®
Principal & CEO
Year Hired: 2006

Professional Designation: Certified Financial Planner (CFP®)
Education: B.A. in Finance from Michigan State University
Community: Junior Achievement Board of Directors, United Way Fund Development Committee, Member – Traverse City Young Professionals, Volunteering at the State Theater
Personal: Bryan resides in Traverse City with his wife Ashley and their 3 children, Addison, Avery and Daniel.
Hobbies: Spending time with his family, golfing, being active and enjoying the outdoors.
Licenses Held: Series 7 license, Series 66 license, life and health license. Able to practice in Michigan, Illinois, Florida & Texas.

Megan Lundquist
Employee Benefits Processor
Year Hired: 2011

Education: B.A. in Broadcasting from Central Michigan University (2006)
Community: Flutist in New Hope Community Church Orchestra, Volunteer at The State Theater, WTCM Radio
Personal: Megan moved to Traverse City from the metro Detroit area in 2008 with her Chocolate Lab, Brady. She loves Northern Michigan and is very excited for her future at Larkin and all the great things it will bring!
Hobbies: Reading, Hiking, Running, Canoeing, Fitness competitions.

Mary Ann Smith
Employee Benefits Processor
Year Hired: 2009

Education: St. Mary’s High School, Lake Leelanau, MI
Community: United Way Day of Caring, St. Mary’s Catholic School & Church, Volunteering at the State Theater.
Personal: Mary Ann lives in Lake Leelanau with her husband Joe and their two boys, Grant & Evan. Hobbies: Spending time with family, gardening, scrapbooking, geneology and attending her childrens athletic events.