Christa Leigh Szalach

Taylor worked at other firms before joining the team in March of 2022.  She graduated from Edinboro University of Pennsylvania with a bachelor’s degree in finance and personal financial planning.  She chose financial planning as a career because she is passionate about helping others achieve their goals and establishing strong relationships.  Taylor is fully insurance and investment licensed.  She brings focus and expertise to our clients.  She will guide you through the onboarding process and answer any questions you might have with patience and care.

Outside of the office Taylor enjoys spending time with her adopted dog Libby and taking road trips with her family. She also enjoys staying active and playing outdoor volleyball when the weather is cool in Arizona!

Zachary began his career with Northwestern Mutual in 2021. Prior to his current role on the team, Zachary worked as a Senior Trading Specialist with TD Ameritrade in Omaha, Nebraska.

Zachary is a CFP and currently holds his FINRA series 7, 63, 3, and 34 licensing. He earned his Bachelor of Arts degree in History from the University of Nebraska-Lincoln and a Bachelor’s degree in Business from Bellevue University. He is passionate about market research, financial planning and analysis.

Tyler began his career with Northwestern Mutual in 2010, after successfully completing an internship with the firm while in college. He attended Northern Arizona University where he graduated with a dual major in finance and business management. He is a Certified Financial Planner (CFP) and holds his Life and Health Insurance license, as well as FINRA series 6, 7, and 63.

Mike is a Wealth Management Advisor who resides in Denver, CO and is a Denver Business Journal 40 under 40 recipient. He launched his career with the company as an intern in 1996 and has successfully grown to be one of the top financial advisors nationwide.  He has achieved FORUM level production several times, which is something only the top 2% of financial advisors hit. Mike has built a team of 7 advisors/operations personnel who are dedicated to planning for and serving clients in the best way possible. Mike holds his Life/Health/Long Term Care Insurance license, as well as FINRA series 7,9 and 63.