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.
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.