Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind Taylor Retirement Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Matthew Taylor President and CFP

Matt@taylorretirementservices.com
Matthew Taylor’s mission is to help clients develop adequate income and, at the same time, protect them from the constant ups and downs of the stock market and rising interest rates.

Matthew has been helping retirees accomplish their financial goals since 1993. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Educator. He holds degrees from the College for Financial Planning in Denver, Colorado, and the University of Miami in Coral Gables, Florida.

Matthew, his wife, Marjorie, and their three daughters are lifelong residents of Central Pennsylvania.

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Shawn Mullarkey Financial Advisor

Shawn@taylorretirementservices.com
A dedicated financial advisor, Shawn Mullarkey meets with Taylor Retirement Services’ clients to assist them with ongoing account management as well any service needs that may arise.

Shawn began his career in the financial services industry directly after college as an intern for Taylor Retirement Services in 2004. In 2006, he became Matthew’s executive assistant and later became a fully licensed financial advisor. Shawn has passed the Series 7 and 66 securities exams and holds life, annuity and health insurance licenses in the state of Pennsylvania.

Away from the office, Shawn enjoys spending time with his wife and son, as well as fishing with his father.

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Matt Stockburger Financial Advisor

mstockb@taylorretirementservices.com

Matt Stockburger is a financial advisor at Taylor Retirement Services who goes by the nickname “Stocks.” The third financial advisor to join the team, Matt assists Matthew Taylor and Shawn Mullarkey with client account management and services for existing clients.

Matt got his start in the industry in 2016 and gained two years of back-office experience. He then became an advisor after passing the Series 66 securities exam and earning licenses in life and health insurance and annuities in Pennsylvania. Matt also has a bachelor’s degree in economics from North Carolina State University.

Matt grew up in Winston-Salem and now lives in Midtown Harrisburg with his longtime girlfriend, Samantha, and their dog, Luna. The couple enjoys traveling, exploring the area and visiting friends and family together.

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Kelly Leister Office Manager and Marketing Coordinator

Kelly@taylorretirementservices.com

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Wayne Johnson Administrative Assistant

Wayne@taylorretirementservices.com

Jocelyn Sykes

Jocelyn Sykes Director of First Impressions

Jocelyn@taylorretirementservices.com

Karissa Swartz

Karissa Swartz Financial Assistant

Karissa@taylorretirementservices.com

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 717.232.5808