Broker Check

Associates

Mark A. Taylor, CFP®

Wealth Advisor

(949) 369-2525

(949) 369-2527

mark@winthroptaylor.com

Mark is a graduate of Cal Poly San Luis Obispo, with a degree in Business.  He entered the financial services industry in 1983 and has been active in volunteering and serving the City of San Clemente as City Treasurer..

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Theresa Matarazzo

Administrative Assistant

(949) 369-2525

(949) 369-2527

Theresa@winthroptaylor.com

After working for a non-profit for a decade and a half as Director of Operations and Executive Director, Theresa knows what it means to connect with her clients on a personal level.  Prior to working for a non-profit, Theresa...

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