Everett Taylor, CPA®

Tax Manager

How I Arrived at Ritholtz

After working in mental healthcare for several years, I made the decision to make a career change. I hustled to meet the requirements to become a CPA, working in the tax preparation industry starting at the very bottom as an intern. I worked my way to become a partner in a CPA firm, and realized that the model was not what I was looking for. Having following RWM for years, they announced they were looking to expand their tax team, and I jumped at the opportunity. I could not be more excited to be here.

Favorite Part Of The Job

Tax planning is a multilayered and extremely complex puzzle that can be molded and shaped into a a piece of art. Taking the pieces of someone’s puzzle and making something beautiful from it is the most satisfying thing I can imagine. Getting to do that as part of the RWM team is a genuine dream come true.

When I'm Not Working

When I am not working I am chasing my 3 year old daughter or probably burping my 2 month old. If I can find time after that to read or watch soccer, then I’m a happy man.

Industry Experience

10+ Years

Education/Certifications

CPA

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Daniel Baxter
Daniel Baxter
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Daniel Baxter
Alex Messer
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Dylan Kluender
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Catalina Castillo
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Bill Artzerounian
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Sean Russo
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Andrew Fouch, CPA®
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Callie Campanella, CFP®
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Barry Ritholtz
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Ian Cully, CFP® CFA®
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Lauryn Lafferty
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Patricia Hatzfeld
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Nick Sapienza, CFP®
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Will Ciemny, CFP®
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William Sweet, CFP®
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Angelica Andrews
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Adam Day, CFP®
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Duncan Hill
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Ross Cohen, CFP®
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Lauren Spears
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Nate Jefferson, CFP®
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Anya Pacheco
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Tyler Hillyer, CFP®
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Eric Zipfel
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Nelson Crane
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Tony Isola, CFP®
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Eric Smith
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Lisa Rosenstein, CPA®
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Adam Gock
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Jacobi Poesch
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Nick Friedman, CFP®
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Daniel Parra
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Patrick Haley, CFP®
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Alan Brockhaus, CFP®, ChFC®
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Joe Perna, CFA, CFP®
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Susan Gray
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Kevin Young, CFP®
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Brianna Pintauro
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Patrick Schwendeman, CFP® ChFC®
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Joey  Fishman
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Nick Maggiulli
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Kyla Candelaria
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Dan LaRosa, AIF®, QPFC
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Dina Isola
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William Vaughan, CFP®
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Nicole Samoroukova
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Andrea Diltz
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John Grayson
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Angeline Ford
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Brian Rosen
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Josh Brown
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Alex Palumbo, CFP®
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Taylor Hollis, CFP® CFA®
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Michelle Katzen, CFP®, CDFA®
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Jay Tini
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Erika Mauro
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Anna Chaiken
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Cameron Rufus, CFP®
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Travis Varga
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Matthew Papandrea, CFP®
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Lisa Paul
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Colleen Parker
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