Garrett

Garrett Gould is a remote financial planner who specializes in long-term tax management. He is the co-owner of Halyard Financial and advises individuals, families, and small business owners throughout the nation. Garrett is an Enrolled Agent with the IRS who has passed all three of the CFA exams and has been creating financial plans for several years. 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.