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.
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.
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.
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.
Kelly Leister Office Manager and Marketing Coordinator
Kelly Leister Office Manager and Marketing Coordinator
Kelly Leister joined Taylor Retirement Services in 2009 and has more than 15 years of experience in the financial services and insurance industry. She keeps the office running efficiently, assists with client service needs and plans many client and marketing events throughout the year.
Kelly has her notary license as well as life, health and annuity insurance licenses in the state of Pennsylvania.
A Perry County native, Kelly and her husband have a daughter and two Pembroke Welsh Corgis, Kenleigh and Hudson. In her spare time, Kelly enjoys family trips to the beach, interior decorating and design, and shopping with her daughter.
Wayne Johnson Administrative Assistant
Wayne Johnson Administrative Assistant
Wayne Johnson has been part of Taylor Retirement Services’ family for nearly a decade, often working at the firm between deployments with the U.S. Navy. When Wayne retired from the Navy after 26 years of service, he joined the firm full time.
As an administrative assistant, Wayne offers support to the firm’s financial advisors by processing paperwork and assisting with client service needs.
In his spare time, Wayne enjoys hunting, camping and wood carving.
Jocelyn Sykes Director of First Impressions
Jocelyn Sykes Director of First Impressions
As the director of first impressions, Jocelyn Sykes oversees welcoming clients to Taylor Retirement Services. She answers the phones, greets all who walk in the door and works to cement lasting relationships with all clients and their families. She also assists Matt at his monthly workshops. Jocelyn is a Harrisburg native and has 17 years’ experience working with nonprofit organizations. Jocelyn is a mother of 3 adult children. Her daughter, Brittany, lives in California while her sons, Dylan and Colby, live in Pennsylvania. Her only grandchild, Addy, lives in the area and sees her as often as she can. Away from the office, Jocelyn enjoys travel, crafts, movies and spending time with family and friends.
Karissa Swartz Financial Assistant
Karissa Swartz Financial Assistant
Karissa is our newest fulltime staff member to join the TRS family. She will be a member of our client services team. She assists Shawn and Stocks to ensure we are servicing our clients as needed. Karissa has a Bachelor of Science in Finance from Elizabethtown College. While in college she had several internships with banks and financial planning institutions. She is currently studying for her Pennsylvania State Insurance License. Upon completion, she will begin working on her Securities Licenses. Karissa is currently living at home with her parents, Mark and Kathy. She has a younger sister, Brooke, who is at Bloomsburg studying nursing. During her time off she enjoys playing with her dog, Moxie, spending time with her boyfriend, Brett, finding good books to read, and taking day trips to the city or the beach.
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.