Financial Planners

 

 

 

 

JOHN THOMAS TAYLOR, III 

 ttaylor@ifgrr.com

 

 

 

Tom is an Arizona native who graduated from Prescott High School in 1966.

Educational Qualifications:
Missouri Valley College, B.S.,1970
Tom was recently inducted into the Missouri Valley College Hall of Fame for his football career.

American College of Chartered Life Underwriters, Chartered Life Underwriter (CLU),1975
College for Financial Planning, Certified Financial Planner (CFP), 1985

Licensing Qualifications:
Securities registrations: Series 7,24,51,63,65
Tom is licensed in over 31 states.
Insurance License: Life, Health & Variable

Life Qualifications:
Tom graduated from college in 1970 and immediately started a career in financial services.


The philosophy followed at Taylor & Huntley is holistic. We think that money is only a part of planning and therefore encourage our clients to coordinate the financial, legal, spiritual, social and physical components of their lives. Tom tries to practice what he preaches and has a wonderful balance to his life. As part of the social aspect, after spending 27 years on the Verde Valley Medical Center board, Tom continues to work in healthcare through an organization called HealthWorks Foundation. At the same time, he is involved in health care projects that try to solve problems one on one.

In addition to the health care issues, he sits on the governing board of Missouri Valley College, and is a past-president of both Rotary and Camp Verde Chamber of Commerce.

In 2010, Governor Brewer appointed him to the Appellate Court Commission for the State of Arizona.


He likes to be active. Whether bird watching, hunting, fishing, running or hiking, it is fun to be outdoors. 



 

 

 

 

MARY TAYLOR HUNTLEY 

 maryh@thfinancialgroup.com

 

Mary is an Arizona native.

Education Qualifications:
William Jewell College, Liberty, MO B.A. Biology, 2000, Mary was also a Pryor Leadership Fellow


College of Financial Planning, Certified Financial Planner (CFP), 2008

Licensing Qualifications:
Securities registrations: 7,24,63,65

Independent Financial Group, Inc., Registered Representative. Mary is licensed in over two dozen states. Insurance license: Life, Health & Variable

Life Qualifications:
By virtue of being Tom's daughter, Mary grew up learning financial planning. In 2002 she officially joined the firm: a college graduate earning minimum wage, filing. She earned her stock broker registration (7) in the fall of 2002. Tom didn't want nepotism in the firm, so he and his partners at the time had Mary build her own business. In 2014, Mary became a firm partner. 

Mary is passionate about financial planning. Her clients become friends and family to her. She and the Taylor & Huntley team have developed processes to help guide people through the many complex decisons in life- from welcoming a new family member to burrying an aged parent and everything inbetween. 

One of Mary's hobbies is understanding leadership. She has been involved with leadership at different levels, starting in the local Gifted program in elementary school, and has concertedly pursued understanding and developing leadership within herself and others since that time. She has been a student of Arizona's Center for Rural Leadership (Project CENTRL, class XX).

Mary is married to Chris Huntley and they have 2 children, Tanner and Elaina. 

Mary serves and has served on various public and private boards. A few are: Camp Verde Chamber of Commerce, YES the ARC, Yavapai County Industrial Authority, Flagstaff's STEM City, Yavapai County Community Foundation, and the Arizona Community Foundation of Flagstaff.  Mary spent pre-child years coaching and mentoring high school youth.

Before kids, Mary traveled extensively pursuing culture, knowledge, relationships, running, hunting and rock climbing. Now Mary and Chris look foward to the return of those days, and perhaps nights of uninterrupted sleep. 




 

 

 

 

DEBORAH REASON

 dreason@ifgrr.com

 

 

 

Deb is a California native who first came to the Verde Valley in 1954.

Educational Qualifications:
Undergraduate: Scripps College
University of California

Graduate:
Northern Arizona University

Licensing Registrations:
Securities registrations: Series 7 & 63

Independent Financial Group, Inc., Registered Representative
Insurance License: Life, Health & Variable


Life Qualifications:
Deb raised three children in the Verde Valley, and they have grown up to be a high school teacher, an IT enterprise system implementor, and an antiques specialist. She taught school for thirty years in Flagstaff Unified School District and Cottonwood-Oak Creek School District.

In 1998, Deb was asked to join the firm. She enjoys working with teachers, her now grown students, and those who wish to run stock portfolios. Many of Deborah's clients have an interest in socially responsible and green investing.

Deb and her husband, Scott, are both avid readers, and their hobbies include traveling and photography. They relish the time spent training and riding their horses.

Deb works in Cottonwood at 120 Quail Trail, Cottonwood, AZ 86326 and can be reached at 928.639.1372.


 

 

Lin Mickelsen

 lmickelsen@ifgrr.com

 

 

 

 

 

Lin is an Arizona Native who grew up in Flagstaff, graduated at Coconino High School in 1973 , went to NAU, then moved to Cottonwood in 1982.

Licensing Qualifications:

Series registration: 6, 7, 63, and 65

Insurance License: Life and variable

Life Qualifications:

Lin began her financial career as a teller with Valley National Bank in 1975, which became Bank One, which became Chase bank.  She left banking to follow her passion of finance in the securities industry and began her career with JPMorgan Securities in 1999.  In December of 2014 Lin retired from JPMorgan Securities.  After a brief retirement she went out on her own to work with Taylor & Huntley in September of 2015.   Securities registration are 7, 6, 63, 65  Insurance License: Life and Variable

Lin and her late husband, Brian, raised two wonderful boys.  She has one granddaughter in Idaho and looks forward to visiting and being a part of her life as often as possible.

Lin volunteers with her community, mostly involved with the annual Brian Mickelsen Memorial Half Marathon held in Cottonwood.

Lin loves exploring and traveling to understand different cultures.

 

 

 

 

 

JOSHUA L. SZYMAN

  joshs@thfinancialgroup.com

 

 

 

 

 

 

Josh is a Wisconsin native who first moved to Arizona in 2010.

Educational Qualifications:

Northern Arizona University, B.S. in Business Administration. Major in Finance, Certificate in Investments. Summa Cum Laude. 

Licensing Qualifications:

Series registration: 7 & 66

Insurance: Life and variable 

Life Qualifications:

Josh has a predisposition to working with people, business, and math. Before entering this field, Josh worked in insurance helping adjusters gather the information needed to process claims. 

In 2014, Josh joined the firm as an intern. He proved himself a great addition to the team and was hired in the summer of 2015. Josh recently passed the series 7, or stockbrokers exam, and is working towards additional licensing.

Josh and his wife Andie live in Flagstaff with their two dogs. In is free time, Josh enjoys playing and watching soccer, reading, hiking, camping and traveling.