Garrett

Garrett Gould is a remote financial planner who specializes in long-term tax management and creating ideas that will help you reach your definition of financial security. He is the co-owner of Halyard Financial and advises individuals, families, and small business owners on all financial planning matters. Garrett is an Enrolled Agent with the IRS and recently became a CFA charterholder. Garrett is located on the Upper West Side in New York City.

Jill

Jill Nixon has worked in the financial planning industry for many years and has comprehensive knowledge of compliance and administrative management. She provides dedicated operational support and timely trade execution for all clients. Jill is the day-to-day contact for all administrative, billing, and account-level concerns. Jill provides this support from Fort Myers, Florida.