Taylor Wilson
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
Taylor is a native of north Iowa and graduate of Iowa State University. Taylor started in the financial industry working for one of the largest banks in the nation as a mortgage underwriter. During that time he helped hundreds of families modify their mortgages to help save them from foreclosure of their homes. Taylor also served with honor in the Army Reserve attached to the 103rd Expeditionary Sustainment Command in Des Moines, IA serving as a Budget Analyst. As an experienced Financial Advisor, Taylor has a passion for helping families meet their financial goals and takes great pride in putting his client’s needs above his own.
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
Accredited Wealth Management Advisor (AWMA®) is a designation for experienced advisors who address the unique needs of high-net-worth clients. The AWMA® designation provides advisors with what they need to help clients capitalize on opportunities to preserve, grow, and transfer client’s wealth. The designation program also addresses behavioral finance, working with small business owners, and succession and exit planning.
MEGAN HELM
Client Relationship Manager
Megan Helm joined Greenstone Advisors in the spring of 2022. She brings extensive office experience, administrative skills, and amazing customer service. Communication with clients is very important to her and she is eager to help. Megan has two beautiful children and is looking forward to raising them in our wonderful community of Forest City.
Kristen Crystal
Tax Prep Specialist
Kristen Crystal grew up in Forest City and graduated from the University of Northern Iowa with a major in Business Administration with an emphasis on accounting. While in college, she took an internship at an area bank and remained in the field for the next 13 years. While working in the banking industry, Kristen worked primarily in lending, first as a mortgage loan originator and then on the commercial side, which spurred her interest and knowledge in income tax. As a commercial loan analyst, it was her job to dig into tax returns, “follow the money” and find income sources that fit lending guidelines to ensure her customers were matched with the best loan to fit their business and personal needs, and to keep them solvent for years to come.
She now lives in Iowa Falls with her husband and two small children, but returns home to Forest City regularly to visit family. She is excited to work with you to make filing your annual tax return a simple and stress free process.
Levi Rogeness
Financial Advisor
Levi is a local North Iowan who grew up on a farm outside of Leland IA. He's been an avid supporter for 4-H having shown horses in his youth for many years, worked through bailing hay on hot summer days. Levi took that work ethic to his education and later to his career in finance. Levi is a Forest City High School Graduate of 15' and Iowa State Alumni of 20'. Levi is married to his wife Halie and lives in Forest City.
Levi volunteers for his community as an EMT on the Forest City ambulance service and is dedicated to helping those in need. Levi has a passion for working closely with clients to develop financial plans and aligning their investments to achieve financial goals. Levi specializes in retirement planning and preparation.