Taylor & Huntley Financial Group

CONNECT

Address:

51 W. Hollamon Street
Camp Verde, AZ 86322

Phone:

928-567-9512

Fax/Other:

928-567-3364 ,

Financial Planners

 

 

 

 

JOHN THOMAS TAYLOR, III 

 ttaylor@ifgrr.com

 

 

 

Tom is an Arizona native who graduated from Prescott High School in 1966.

Educational Qualifications:
Missouri Valley College, B.S.,1970
Tom was recently inducted into the Missouri Valley College Hall of Fame for his football career.

American College of Chartered Life Underwriters, Chartered Life Underwriter (CLU),1975
College for Financial Planning,Certified Financial Planner (CFP), 1985

Licensing Qualifications:
Securities registrations: Series 7,24,51,63,65
Tom is licensed in over 31 states.
Insurance License: Life, Health & Variable

Life Qualifications:
Tom graduated from college in 1970 and immediately started a career in financial services.


The philosophy followed at Taylor & Huntley is holistic. We think that money is only a part of planning and therefore encourage our clients to coordinate the financial, legal, spiritual, social and physical components of their lives. Tom tries to practice what he preaches and has a wonderful balance to his life. As part of the social aspect, he has been heavily involved in community health care issues for the past 24 years as a board member of the Verde Valley Medical Center. At the same time, he is involved in health care projects that try to solve problems one on one.

In addition to the health care issues, he sits on the governing board of Missouri Valley College, the board of directors of Quintas, Inc. (a manufacturing firm) and is a past-president of both Rotary and Camp Verde Chamber of Commerce.

In 2010, Governor Brewer appointed him to the Appellate Court Commission for the State of Arizona.


He likes to be active. Whether bird watching, hunting, fishing, running or hiking, it is fun to be outdoors. 



 

 

 

 

MARY TAYLOR HUNTLEY 

 mhuntley@ifgrr.com

 

Mary is an Arizona native who graduated from Camp Verde High School in 1996.

Education Qualifications:
William Jewell College, Liberty, MO B.A. Biology, 2000, Mary was also a Pryor Leadership Fellow
College of Financial Planning, Certified Financial Planner (CFP), 2008

Licensing Qualifications:
Securities registrations: 7,24,63,65

Independent Financial Group, Inc., Registered Representative. Mary is licensed in over two dozen states. Insurance license: Life, Health & Variable

Life Qualifications:
By virtue of being Tom's daughter, Mary grew up learning financial planning. In 2002 she officially joined the firm: a college graduate earning minimum wage, filing. She obtained her stock broker registration (7) in the fall of 2002 and spends part time working with Tom's clients and part time in her own book of business.

One of Mary's hobbies is understanding leadership. She has been involved with leadership at different levels, starting in the local Gifted program in elementary school, and has concertedly pursued understanding and developing leadership within herself and others since that time. Most recently, she has been a student of Arizona's Center for Rural Leadership (Project CENTRL, class XX). She and 32 others from around the state have been studying leadership and state issues for the past two years.

Mary serves and has served on various public and private boards. A few are: Camp Verde Chamber of Commerce, YES the ARC, Yavapai County Industrial Authority, and Yavapai County Community Foundation. Mary spent 8 years coaching and mentoring high school youth. Mary travels extensively pursuing culture, knowledge, relationships, running, hunting and rock climbing.




 

 

 

 

DEBORAH REASON

 dreason@ifgrr.com

 

 

 

Deb is a California native who first came to the Verde Valley in 1954.

Educational Qualifications:
Undergraduate: Scripps College
University of California

Graduate:
Northern Arizona University

Licensing Registrations:
Securities registrations: Series 7 & 63

Independent Financial Group, Inc., Registered Representative
Insurance License: Life, Health & Variable


Life Qualifications:
Deb raised three children in the Verde Valley, and they have grown up to be a high school teacher, an IT enterprise system implementor, and an antiques specialist. She taught school for thirty years in Flagstaff Unified School District and Cottonwood-Oak Creek School District.

In 1998, Deb was asked to join the firm. She enjoys working with teachers, her now grown students, and those who wish to run stock portfolios. Many of Deborah's clients have an interest in socially responsible and green investing.

Deb and her husband, Scott, are both avid readers, and their hobbies include traveling and photography. They relish the time spent training and riding their horses.

Deb works in Cottonwood at 120 Quail Trail, Cottonwood, AZ 86326 and can be reached at 928.639.1372.


 

 

 

 

JOSHUA L. SZYMAN

  jszyman@ifgrr.com

 

 

 

 

 

 

Josh is a Wisconsin native who first moved to Arizona in 2010.

Educational Qualifications:

Northern Arizona University, B.S. in Business Administration. Major in Finance, Certificate in Investments. Summa Cum Laude. 

Licensing Qualifications:

Series registration: 7 & 66

Life Qualifications:

Josh has a predisposition to working with people, business, and math. Before entering this field, Josh worked in insurance helping adjusters gather the information needed to process claims. 

In 2014, Josh joined the firm as an intern. He proved himself a great addition to the team and was hired in the summer of 2015. Josh recently passed the series 7, or stockbrokers exam, and is working towards additional licensing.

Josh is newly-wed; he and his wife Andie live in Flagstaff. In is free time, Josh enjoys playing and watching soccer, reading, hiking, camping and traveling. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck