We founded Farther in 2019 to build on our experience in wealth management – with an understanding not only of the discipline and commitment required to deliver top-tier financial advice, but also of the technology, process, and conflict-of-interest challenges holding the industry back.
We are excited to add deep industry expertise from our new partners, as we continue our mission to disrupt the traditional wealth management industry and provide better technology solutions to both advisors and clients. We hope that you will join us – and together, we can all go a little bit farther.
Prior to founding Farther, Taylor was part of the leadership team at ForUsAll, a fintech retirement advisory firm, where he helped build the company from $25 million in assets under management to just under $1 billion in his two years as a member of their leadership team. He previously co-founded Essmart, a social enterprise distributing tech-for-development products in India and was an investment banker and management consultant in his early career. Taylor graduated MIT Sloan with an MBA and Yale with degrees in philosophy and political science. He lives in San Francisco with his wife, two daughters, and a very excitable dog.
Brad sets Farther's vision for using technology to deliver an elite wealth experience for clients. Prior to founding Farther, Brad was at Goldman Sachs in NY where he founded and led an AI team dedicated to Private Wealth and was an advisor on a team which managed >$1BN in assets for clients. Brad graduated from MIT with both an SM in Mechanical Engineering and an MBA. He is also a graduate of the United States Military Academy at West Point. Brad is a two-time Iraq war combat vet and was awarded two bronze stars. Brad heads our NY Office and lives in New Jersey with his wife and three kids.
Chris has spent his entire career in the financial services industry. Blending his big bank experience with developing smaller intimate Registered Investment Advisors he is a core member of our crew driving a strategy that delivers the power of technology and human empathy to the investment process empowering clients to live the life they envision. When he is not skiing, camping, or teasing his kids he is motivated by cultivating loyal, cross-functional teams, scaling technology platforms, and instilling a shared culture supporting the delivery of a powerful and effective client experience. He is a Trusted Thought Partner | Innovative Risk and Compliance Executive | Culture Evangelist
Shelby holds the Certified Financial Planner (CFP) certification and lives in Salt Lake City, Utah with her husband, Steven, and their sweet and spoiled dog, Reese. Shelby earned her undergraduate degree from The University of New Mexico with a concentration in Accounting and a minor in Economics. Prior to joining Farther, Shelby worked for many years in Private Wealth Management at Goldman Sachs. Outside of work, Shelby and her husband are very active in volunteering and coaching for the Special Olympics. You can also find Shelby in the mountains skiing or hiking, depending on the season, running, at the dog park, or relaxing and reading a thrilling novel. Shelby’s favorite quote is "You miss 100% of the shots you don't take." -Wayne Gretzky
Grace brings over 15 years of experience in integrated marketing & communications, operations, and customer success. A data-driven expert who has delivered results for Fortune 500 brands across the North American, Asian, European, and Latin American markets, her agency background spans Ogilvy, Hill+Knowlton, Landor, and mcgarrybowen. Grace is a Co-Founder of Accelerate Yale and Yale Angels, a Director of Young China Watchers New York, and a longtime member of Lincoln Center Young Patrons. Educated at Yale and Wharton, she has had 4 solo piano performances at Carnegie Hall. Grace is a native of Cleveland, lives in New York, and draws inspiration from her favorite Chinese proverb: “Scale new heights in order to see a thousand miles farther.”
Prior to joining Farther, Kousha was president of a New Jersey based fire equipment testing company which he acquired through his search fund, Long Trail Leadership. Kousha graduated with a MBA from MIT Sloan School of Management and a BA in Social Studies from Harvard University. Kousha has previously worked in the investment management and technology sectors.
Ryan lives in Denver, CO with his wife and two dogs, Luna and Malcom. Ryan earned his undergraduate degree from Buffalo State College and his MBA from Colorado State University and has over 13 years of experience in the wealth management and financial services industry. With a focus on young professional couples and families, Ryan believes the financial services industry as a whole often makes investing and wealth planning more complicated than it needs to be. He firmly believes that working with a financial advisor is beneficial at any age – whether you’re just getting started on your career, retired, or somewhere in between. Ryan is passionate about helping his clients make the next right decision with their money. When not helping clients build wealth, you can find him golfing, skiing, and spoiling his dogs. Ryan’s favorite quote is “If you tell the truth, you don’t have to remember anything” -Mark Twain.
Roy has an MBA from the Columbia University Graduate School of Business. In addition, Roy also earned a Certificate of Finance Planning from the University of California Berkeley and is a registered FINRA advisor. Roy started his career working for his father who was one of the nation’s first Certified Financial Planners. He went on to have a successful career in finance, research, and technology industries, including holding several senior operating officer roles at both public and private companies. Roy is an avid skier and a lifetime but significantly above-par golfer. He has been married for over thirty years and has three children. With over 35 years of investing experience, Roy is now here at Farther to provide game-changing financial planning and investment advice to our clients. Roy’s favorite quote is “Everybody has a plan until they are punched in the face” by heavyweight boxer Mike Tyson.
Daniel has spent over 13 years in financial planning and holds the CERTIFIED FINANCIAL PLANNER (TM) Professional and Chartered Retirement Planning Counselor® designations. Prior to joining Farther, Daniel worked at Wells Fargo, Merrill Lynch and AOL. Daniel holds a Bachelor of Science in Business and Computational Sciences and is a doctoral candidate at the University of South Florida where he is researching wealth transfer, business succession and the future of wealth management. He is an active volunteer and is currently a United Way Stein Fellow and President of the Economic Roundtable of Jacksonville. Daniel is also passionate about the outdoors and summited Mt. Rainier to raise money for Tiny Hope Children’s Home in Jamaica. Daniel, his wife Carol, and their 2 kids Kennedy Grace and Wilder James, live in Atlantic Beach, Florida.
Nelson has over 35 years of financial experience, with most of that time spent managing wealth, private banking, and commercial groups for BBVA, one of the largest international banks (later acquired by PNC Bank). He leverages this experience to help Farther build a network of bank-related products commonly used by its client base. With his client base, Nelson focuses on helping owners of privately held businesses with all things financial — focusing first on the elements of planning, whether it’s related to corporate, personal, and/or employees. He’s a graduate of Louisiana State University and executive management programs at the University of Texas at Austin and IESE International University in Europe. Nelson is the incoming chairman of the Gator Bowl organization and is deeply involved in the Florida business and non-profit community. He lives in Jacksonville Beach, Florida with his wife of 30+ years, Judy. Nelson’s favorite quote is: “Nothing in the world can take the place of persistence. Talent will not, genius will not, education alone will not. Persistence and determination alone are omnipotent.” -Anonymous
David Darby has more than 25 years of experience serving high net worth families, entrepreneurs and executives. He leads the Investment Committee for Farther as well as advising clients. David is experienced in managing multi-asset class portfolios of public and private investments as well as managing discrete portfolios of stocks, bonds, ETFs and options. He has spent his career helping clients to successfully structure, execute and implement complicated planning strategies. David spent 21 years as an advisor at Goldman Sachs before co-founding DG Wealth Partners, an independent RIA in 2017. DG Wealth Partners merged with Farther in 2022. David graduated magna cum laude from Brown University with an AB in Economics. He is a CFA charter holder. David and his wife Helen live in Palm Beach Gardens, Florida, with their three children.
Bryan is a Certified Financial Planner and lives in New York City with his wife Erica and two children, Christian, 3, and Rosalie, 1. Bryan earned his Bachelor’s Degree in Finance from St. John’s University and has over 16 years of experience in financial planning. Bryan shares the belief that financial planning is the key to financial freedom and that your goals should dictate your life, not your finances. He prides himself in being a fiduciary to his clients where he is able to be their partner in all of their financial choices. He relates his own personal experiences to that of his clients and does for them what he would do for himself. As someone who has a young family and newly retired parents and family members, he can empathize with his clients and truly understand their needs. When Bryan has downtime (although limited with toddlers), he is active in his church and volunteer efforts. He also enjoys the outdoors and you can find him going for a run or on a family walk. He is also an avid musician and plays the drums. Bryan’s favorite quote is: “ The desire for gold is not for gold. It is for the means of benefit and freedom.” by Ralph Waldo Emerson
Bob has more than 20 years of experience in the investment and wealth management industry. Using a family office approach, Bob works with affluent families to design plans that nurture and preserve their wealth. His key areas of focus are investment management, tax minimization strategies, estate planning, and risk control for corporate executives and entrepreneurs. Prior to joining the Farther team, Bob worked for Merrill Lynch, J.P. Morgan Private Bank, and independent RIAs. He received his BS from Boston College and is a CFA charter holder. Bob currently lives in Cranford, NJ with his wife Jessica and three children. He spends his free time volunteering for local non-profits, traveling with family, golfing, and coaching youth basketball.
For over 30 years, Lynn has enjoyed working with clients to develop, coordinate, and implement financial plans. His areas of expertise include: Trust and Estate, Income and Estate Tax, Retirement, Investments, Incentive Stock Compensation, Asset Protection, Business Succession Planning, and Qualified Retirement Plan Design and Administration. Lynn has partnered extensively with business owner clients, as they plan for succession and the alignment of their family culture, values, and goals. The focus of his practice has centered on high-net-worth and ultra-high-net-worth individuals. A graduate of Idaho State University with a Bachelors degree in Business Administration as a Finance Major, Lynn has continued his education with the following professional designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Trust and Financial Advisor (CFTA), Certified Financial Planner (CFP), and Accredited Estate Planner (AEP). When not assisting clients, Lynn can be found seeking adventure via hiking, bicycling, skiing, and scuba diving. He also enjoys a good book every now and then.
Tommy was born and raised in Greenwich, Connecticut, and currently resides in downtown Jersey City. He earned a Bachelors in Finance at Boston College where he was a member of the 2010 and 2012 Division 1 Men’s Ice Hockey National Championship teams. For the past 10 years, he has worked in Global Fixed Income and Equity Capital Markets at J.P. Morgan, assisting clients with Investment Management solutions. He is dedicated to offering the highest value of Wealth Management built through strong relationships. Tommy specializes in advising professional athletes to help properly plan for and invest in their futures when their playing days are over. He understands their unique careers and earnings due to his brother being a full-time NHL player. “You miss 100% of the shots you don’t take” - Wayne Gretzky
Anthony lives in Chicago, not far from his hometown of Minneapolis, MN, and earned his bachelor’s degree at the College of St. Scholastica. Drawing from over a decade of experience in wealth management, fintech, and banking -- he helps clients design a comprehensive plan that aligns with their financial goals. Outside of work, Anthony is active in the Chicago fitness community. He’s currently training for the 2021 Chicago marathon. On the weekends you’ll find him running, biking, or eating his way through the city’s countless neighborhoods with friends.
Over the past 10 years, Robert has provided comprehensive financial planning and investment management solutions to high-net-worth individuals, families, and businesses. He is dedicated to helping his clients achieve their financial goals by providing investment portfolio analysis, retirement planning, tax management, insurance needs, and estate planning services. Prior to Farther, Robert advised clients at J.P. Morgan and Merrill Lynch.
Phillip provides customized wealth strategy and integrated asset management to a select group of individuals, families, and organizations, assisting them in addressing their goals and priorities as efficiently as possible. Steadfastly committed to client success, Phillip is highly skilled in assisting clients to effectively implement the opportunities and resources at their disposal - utilizing a multi-disciplinary approach that encompasses investment management, retirement planning, estate planning services, higher education planning, cash flow analysis, and charitable giving. Leveraging the Farther platform and his professional experience, Phillip is proficient in allowing clients to make well-informed decisions about their lives and legacies. In addition to a B.A. in Banking & Finance, Phillip earned his M.S. in Financial Planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™ professional. Phillip serves his community by volunteering with local organizations in the New York City metropolitan area and is an avid skier. Prior to Farther, Phillip was a Senior Financial Advisor at Merrill Lynch.
Alva is a CERTIFIED FINANCIAL PLANNER™ professional and earned a Certificate in Financial Planning from NYU. Before joining Farther, Alva worked at Big 4 accounting firms PwC and Deloitte as a trusted tax advisor. She holds an Enrolled Agent status and has over 20 years of experience in individual income tax planning and compliance. Alva lives in lower Manhattan with her husband and their blue French bulldog named Yoda. On weekends, you might see the trio walking around the Financial District or dining at restaurants in the historic Seaport District area.
Prior to joining Farther, Ray worked exclusively with Fortune 500 companies, helping their employees plan for their transition into retirement. He has extensive experience constructing investment strategies involving pensions, retirement savings plans, and Social Security while also accounting for possible medical needs and estate taxes. He focuses on creating clear investment strategy roadmaps to help his clients reach their financial aspirations while also easing the apprehensions that many individuals feel when taking the important step of planning for retirement.
As a Chartered Retirement Planning Counselor, Sean designs and manages financial strategies for achieving the goals of his clients. Moreover, Sean’s comprehensive approach to personal finance provides clarity in the midst of complexity, ultimately aiding in the decision-making process. Previously, Sean graduated from the United States Naval Academy before serving in the Marine Corps. Sean’s service included a deployment to Iraq in support of Operation Inherent Resolve, as well as a three-year assignment in Japan. Prior to joining Farther, Sean was an advisor at Merrill Lynch. He now lives in Rancho Cucamonga, CA, with his wife Kathryn, son Grant, and dog Midas. He’s passionate about the outdoors and proud to have finished three 100-mile trail races.
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and earned a Certificate in Financial Planning from UC Berkeley. He studied at UNLV, earning an undergraduate degree in Economics and a masters degree in Business Administration. Before joining Farther, Ryan worked at Fidelity Investments for over 11 years. Forming strong relationships with his clients and their families is his highest priority. Ryan works hard to maintain a deep level of trust, reliability, and competency. In collaboration with his clients, Ryan will build a financial plan, identify strategies to improve that plan, and keep lines of communication open. Ryan lives in Reno, NV, with his wife and two sons. On the weekends, you might see them all skiing or hiking near Lake Tahoe.
Jeff has been in the financial services business for twenty-five years. His tenure saw multiple awards recognizing his innovative approach to client service modeling (the essential family office) and in training advisors how to deliver that experience. Jeff has had a monthly column in Newsmax Finance and has been a guest writer for Global Banking and Finance, Yahoo Finance, Best Company, Forbes and a guest on various television shows and podcasts. While serving as the President/CEO of Real Intelligence, Jeff was instrumental in the development of the Dynamic Map and Whoosh! mobile apps, which simplify the financial planning experience. Today, Jeff is thrilled to be able to combine the technological prowess of Farther Financial with the digital family office experience to help middle-class millionaires fulfill their family purpose. Favorite quote: “If you look at the people in your circle and you don’t get inspired, then you don’t have a circle. You have a cage!” Nipsey Hussle
Parker is a Chartered Retirement Plans Specialist who specializes in designing custom retirement plans for small business owners, doctors, and dentists. He enjoys providing objective, holistic comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their long-term financial goals. Parker was most recently a wealth advisor at independent RIAs and previously worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. He graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his fiancée. Parker’s favorite quote is from Winston Churchill: “To improve is to change; to be perfect is to change often.”
Marcel is passionate about providing innovative and holistic wealth management solutions to clients. Prior to joining the Farther team, he spent most of his career as an Investment Advisor at Goldman Sachs, advising entrepreneurs, public executives, and non-profit organizations. He started his career as a Financial Analyst at Blackrock. Marcel was born and raised in Germany. At the age of 19, he moved to the United States to attend Drexel University where he obtained a degree in Finance. In his spare time, Marcel enjoys traveling and exploring different cultures. So far, he has been to 26 different countries, and one of his new goals is to visit all 50 of the United States (40 so far).
Darren is dedicated to providing comprehensive financial planning, investment solutions, and tax management strategies for his clients and their family. He specializes in risk management and strategic asset allocation of portfolios, helping his clients navigate through Bull and Bear Markets. Prior to joining Farther, Darren was a Financial Advisor at J.P. Morgan Chase and Merrill Lynch. Darren’s additional passions lie in cooking, snowboarding, golfing, and cello.
Dennis is from sunny Seattle, a husband (to his better half), a father to two hilarious boys, and a dedicated advisor. He has always been interested in making sense of money. After earning a Finance degree from Western, he became an advisor at Merrill Lynch to combine his love of finance and people. Dennis values partnership, trust, transparency, community and gratitude. He enjoys creating holistic and personalized financial strategies in partnership with busy professionals, families and business owners. One thing he knows for certain is that who you are today is not necessarily who you will be tomorrow. Life is dynamic and your financial plan should be, too.
Melissa has more than a decade of experience serving high net worth families, entrepreneurs and executives. She communicates with each client directly to find solutions for all of their needs and partners with clients’ accountants, estate planning attorneys and other trusted advisors to ensure cohesion across all areas in their financial plans. Melissa worked with high net worth clients for more than seven years at Goldman Sachs before founding DG Wealth Partners in 2017. DG Wealth Partners merged with Farther in 2022. She graduated magna cum laude from Florida State University with a BS in Finance and Real Estate.
Soliel is a Client Experience Associate at Farther. She provides comprehensive client service to Farther clients including onboarding process and ongoing client service requests. Soliel has 8 years of experience in client service/operations and previously worked as a Client Service Lead for one of the fastest growing RIA firms in San Diego where she was responsible for managing a team of client service specialists, overseeing workflow, and assisting in improving client service processes and client experience. Soliel completed the Personal Financial Planning Certificate at San Diego State University and is a CFP exam candidate. She graduated from San Diego State University with a B.S in Financial Services. Outside of work, you can find her discovering family friendly places in San Diego with her kids and enjoying what the finest city in the US has to offer.
Reed previously worked at the Tufts University Investment Office helping to invest the university’s ~$2 billion endowment. Reed graduated from Tufts University where he studied quantitative economics and computer science. He is a CFA charter holder and is currently pursuing a master’s degree in computer science from Georgia Tech.