Our Team

Tom founded the firm in May 1998 as an independent investment firm specializing in providing individuals, families, small businesses and institutions with unbiased investment management and financial planning advice.

Tom Taylor, CPA/PFS

Financial & Tax Advisor

Craig is a Senior Financial & Tax Advisor. His primary responsibilities are providing financial planning, investment management, tax prep and tax advice. He is an Enrolled Agent, which is the highest credential awarded by the IRS.

Craig Pohl, EA

Senior Financial & Tax Advisor
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Mike joined our team in May 2023, as a financial advisor. Mike continuously shares the firm's white glove service, to prospective clients and current clients, through financial planning services.

Mike Pirolli

Financial Advisor

Katie joined our firm in April 2010 as an Associate. She is an experienced operations manager and has held senior level operations roles within local financial services companies. Katie leads our Operations Team and is responsible for ensuring clients receive white glove client service.

Katie Smith

Director of Client Services

Colleen joined CFA in 2019 as the Director of Finance. Colleen's time away from the office is spent hiking through Loch Raven Reservoir with her husband, two daughters, son, and dog Gary Williams.

Colleen Williams, CPA

Director of Finance

Jill joined our firm in February 2023 as Director of Opportunities. She has over 23 years of experience in Client Development and Engagement as well as Financial Recruiting. She has held senior level operations roles for international recruiting firms. Jill leads our Opportunities Team and is responsible for ensuring clients and prospects know about our white glove client service.

Jill Taylor

Director of Opportunities

Laura joined as CFA's new CPA and Tax Manager in November 2021. Laura assists clients with tax planning, tax strategy, and tax preparation.

Laura Jagdman, CPA

Tax Advisor Manager
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Michelle joined CFA in 2018 as a Client Service Associate and when she's not working, she spends much of her time with family and traveling.

Michelle Koehler

Client Service Manager
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Austine joined CFA in September 2020 as a Receptionist and has quickly grown in her role to Client Service Associate. Austine is a familiar and friendly voice to our clients.

Austine May

Senior Client Service Specialist
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Katie started at CFA after working for a tax firm CFA acquired in 2018. Katie is an Accounting Associate that helps clients with bookkeeping, payroll, and accounting.

Katie VanVeldhuizen

Accounting & Payroll Specialist
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Aurielle joined our team in April 2023, as an Accounting & Tax Specialist!

Aurielle Dulany

Accounting & Tax Specialist

Chanel Whitehead

Client Service Specialist