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.
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 Financial Assistant
Wayne Johnson Financial 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 a financial 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. She holds her Pennsylvania State Insurance License. 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.
Amanda Saxon Financial Assistant
Amanda Saxon Financial Assistant
Amanda is the newest member of the Taylor Retirement Services family. Amanda comes to us from the business office of a local retirement community. She has extensive experience in customer service and working with clients and their families face to face. She enjoys talking with clients and prides herself on helping to take care of whatever needs arise in a timely manner. Amanda is a graduate of Penn State University, with a degree in Finance. She is currently studying for her Pennsylvania State Insurance License. She is a native of Shavertown, a small town outside of Wilkes Barre. Amanda now lives in Camp Hill with her longtime boyfriend, Chris, and her cat named Zeke. She comes from a large family and enjoys spending time with her nieces and nephews. Amanda will be working alongside Karissa, together they will round out the client services team. She looks forward to getting to know all of you and to help you with your client service needs.
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.