Meet Our Leadership

As Founder and President of Questmont Strategic Wealth Advisors, he enjoys putting his 30+ years of experience to use by helping select clients discover their life’s dreams and ambitions, then consulting with them on how to make it happen. Taylor takes great pride in being real and developing lifelong relationships with his clients. Through his drive and dedication to client service he has built Questmont into a regional wealth management firm doing business in over 20 states.

Taylor lives in Odessa, FL with his best friend and wife Sonya and their son, Ian. He loves both travel and the Arts. Taylor is a past board member of the Cultural Enrichment Fund and The Allied Arts Fund and a former big brother.

Sonya graduated magna cum laude from East Carolina University with a pre-med degree and holds both the series 7 & 66 licenses.

Sonya is passionate about her family and her community. Her community involvement includes serving on The Foundation for Enhancing Communities (TFEC) Investment Committee and having served on the committee for the Leukemia Lymphoma Society Summer Solstice and as chair and co-founder of the Cultural Enrichment Fund Red Carpet Soiree.

Sonya lives in Odessa, FL with her husband, Taylor, and her son, Ian.

During this time, Joe began the Master of Business Administration program at the University of South Florida, which sparked his passion for finance. Joe has worked at multiple large broker-dealers, where he earned his professional licensure including the Series 7 and Series 66. Joe is near the end of the Master of Business Administration program and is concentrating on Finance.

Personally, Joe enjoys spending time with his wife Toni and their dog Samantha. Joe is also an avid outdoorsman and is a member of multiple organizations such as the Bonefish and Tarpon Trust, Ducks Unlimited, the National Wild Turkey Federation, and the Coastal Conservation Association.

Trudy passed her Series 7 exam in 2001 and Series 66 exam in 2013. She lives in Lewisberry with her husband, Steve, their dog Lucille, and their cat, Purrbody.