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 Vice President & 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.
Janet Lowe Financial Advisor
Janet@taylorretirementservices.com
Janet Lowe has joined Taylor Retirement Services with 30+ years of experience in the financial services industry. She is compassionate when it comes to helping individuals’ transition into retirement. She wants clients to feel comfortable and confident working with her as they transition from their occupational routine and into the next chapter of their life. Janet is a fully registered financial advisor. She has passed the Series 7 and 66 securities exams and holds life, annuity, and health insurance licenses in the state of Pennsylvania. Outside of work, Janet enjoys camping, kayaking, and going to the beach. Most important is time spent with her longtime partner, Candice, their children and 9 grandchildren.
Kelly Leister CFO, Director of Operations & Marketing
Kelly Leister CFO, Director of Operations & Marketing
Kelly Leister joined Taylor Retirement Services in 2009 and has more than 18 years of experience in the financial services and insurance industry. She oversees the day-to-day administrative functions. Kelly is also responsible for the areas of marketing, technology, human resources, facilities, and general management of the firm. She 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. In her spare time, Kelly enjoys family trips to the beach, interior decorating, and shopping with her daughter.
Wayne Johnson Financial Assistant
Wayne Johnson Financial Assistant
Wayne Johnson has been part of Taylor Retirement Services’ family for over 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. Wayne is a graduate of Fairmont State University. He also holds his Pennsylvania state insurance license. 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 Client Services Manager
Amanda Saxon Client Services Manager
Amanda Saxon joined Taylor Retirement Services after working in 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. Amanda enjoys talking with clients and prides herself on taking care of clients’ needs in a timely manner. Amanda is a graduate of Penn State University, where she earned her degree in finance. She also holds her Pennsylvania state insurance license. A native of Shavertown, outside of Wilkes-Barre, Amanda now lives in Camp Hill with her fiancé, Chris, and her cat, Zeke. She comes from a large family and enjoys spending time with her nieces and nephews.
Adam Korhut Financial Assistant
Adam Korhut Financial Assistant
Adam Korhut is the newest member of Taylor Retirement Services. He has worked in the financial services industry since 2013 and brings a strong focus on detail to the team. In his role as financial assistant, Adam answers clients’ questions and addresses their needs in a timely, effective way. Adam holds multiple insurance licenses, including life, health and annuity, in the state of Pennsylvania. He is a 2013 graduate of the University of Pittsburgh. Outside the office, Adam is an avid outdoorsman and enjoys fishing, hunting and exploring nature trails. He also has a love for culinary arts, as well as spending time with his nephew and volunteering for his church.
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.
