Experience

Chesapeake Financial Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Director of Finance

  • Feb 2019 - Present

  Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS, with headquarters in Towson, MD, we fee-only financial planning, investment management, and tax planning services. Our advisors are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is legally required to act with undivided loyalty to the client. We are a member of the National… Show more Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS, with headquarters in Towson, MD, we fee-only financial planning, investment management, and tax planning services. Our advisors are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is legally required to act with undivided loyalty to the client. We are a member of the National Association of Personal Financial Advisors (NAPFA). All NAPFA Financial Advisors are required to work in a fee-only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. The fee-only structure is the best way to align compensation with a client’s needs, forgoing any and all commissions and referral fees. Our mission is to create financial peace of mind with service beyond expectations so you can focus on what truly matters to you. colleen@peakeadvisors.com | 410-823-5442 | www.peakeadvisors.com Show less Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS, with headquarters in Towson, MD, we fee-only financial planning, investment management, and tax planning services. Our advisors are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is legally required to act with undivided loyalty to the client. We are a member of the National… Show more Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS, with headquarters in Towson, MD, we fee-only financial planning, investment management, and tax planning services. Our advisors are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is legally required to act with undivided loyalty to the client. We are a member of the National Association of Personal Financial Advisors (NAPFA). All NAPFA Financial Advisors are required to work in a fee-only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. The fee-only structure is the best way to align compensation with a client’s needs, forgoing any and all commissions and referral fees. Our mission is to create financial peace of mind with service beyond expectations so you can focus on what truly matters to you. colleen@peakeadvisors.com | 410-823-5442 | www.peakeadvisors.com Show less



Trident USA Health Services

• Wellness and Fitness Services
• 100 - 200 Employee

• Senior Accountant

  • Mar 2011 - Jan 2019



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Auditor

  • Oct 2007 - Sep 2010