Plagens & Taylor Wealth Management

Spencer Plagens is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Plagens & Taylor Wealth Management and has been affiliated with Dreher Investment Services, Inc. since 2013, where he serves as owner and president of a non-investment-related business. Plagens & Taylor Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing discretionary investment management and retirement-plan advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to create globally diversified portfolios primarily invested in no-load or low-load mutual funds and ETFs, with a focus on low turnover and regular client reporting.

Flynn Mc Nabb is a financial advisor at Plagens & Taylor Wealth Management in San Angelo, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Plagens & Taylor Wealth Management, Flynn worked at Dreher Investment Services and held roles at Anhauser Busch Standard Sales Company, San Angelo Country Club, and the San Angelo Independent School District. Plagens & Taylor Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with discretionary investment management and retirement-plan advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct globally diversified portfolios primarily invested in mutual funds and ETFs, managing accounts with relatively low turnover and quarterly reviews.

Rusty Taylor is a financial advisor at Plagens & Taylor Wealth Management with seven years of industry experience. He holds a Series 65 designation and previously owned and served as CFO of Dreher Investment Services, Inc. from 2019 until its cessation of advisory activities in 2025. Plagens & Taylor Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct globally diversified portfolios primarily composed of mutual funds and ETFs, offering discretionary investment management and retirement-plan advisory services.

Charles Robertson is a financial advisor at Plagens & Taylor Wealth Management in San Angelo, TX, with 22 years of industry experience. He previously worked for Dreher Company, Inc. for 31 years before joining Plagens & Taylor in 2025. He holds a Series 63 designation. Plagens & Taylor Wealth Management provides discretionary investment management and advisory services to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to construct globally diversified portfolios primarily invested in mutual funds and ETFs, with a focus on low turnover and regular client reporting.

Katy Taylor is a financial advisor with Plagens & Taylor Wealth Management in San Angelo, TX, holding a Series 65 credential and 17 years of industry experience. She previously worked at Dreher Investment Services, Inc. for 17 years before joining her current firm in 2025. Outside of her advisory role, she is an independent consultant for the paper-crafts company Close to My Heart and an independent ambassador for Red Aspen, a nail and beauty products affiliate. Plagens & Taylor Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering discretionary investment management and retirement-plan advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct globally diversified portfolios primarily consisting of no-load or low-load mutual funds and ETFs, with limited individual equity positions and occasional covered-call strategies.