Experience the power of collaboration
Working together, our team is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual strength represented and each professional expertise provided is made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
Using this time-tested approach, we harness the power of collaboration to provide client-first service and sound advice to all our clients. It also makes our journey together fun and helps foster an enduring future for all.
Meet our Team
Director of Advisor Engagement, MWA LLC Investment Advisor Representative, RJFS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
We recognize the contributions of all who’ve come before.
We are where we are today because of the efforts of those who came before us. That’s why we believe it’s important to acknowledge their impact on our lives and on the lives of the clients they served.
Carolyn Christoferson built a successful practice while fostering strong client relationships during her 33-year career as a financial advisor. Wanting to share the gift of financial fundamentals, she taught retirement planning courses at local colleges for more than 20 years. Retiring in 2020, Carolyn appreciates the freedom to care for her parents and is enjoying traveling with her daughter.
Robert and Kiyoko Taylor
Founders of the Robert Taylor Financial Planning Division, Robert and Kiyoko retired at the end of 2015. Robert spent 25 years building relationships and friendships, upholding high standards and values, and dedicating himself to his clients. Robert is now living with his lovely wife, Kiyoko, in Japan.
Chuck Cox is the Founder of Cox Financial. His impact and the culture of our practice will continue to be influenced by what he created.
Our affiliation with Raymond James is a choice that we’re proud of, and gives us the best foundation to serve our clients in an objective environment.