Taconic Advisors

Richard Lisk Jr. is a CFP® professional with two years of industry experience, currently serving as an advisor at Taconic Advisors. His prior roles include positions at Pitcaim Trust Company, myCIO Wealth Partners, LLC, and Roundview Capital, along with earlier experience at Endicott College. Outside of advising, he is the managing partner of Hale Street Holdings, LLC, a holding company operating sports training camps. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, employing primarily passive, diversified strategies tailored to clients’ goals and risk tolerances. The firm offers portfolio management alongside tax, estate, and retirement planning, generally acting on a discretionary basis and utilizing independent sub-advisors where appropriate.

Meredith Briggs is a CFP® with 13 years of industry experience and has been with Taconic Advisors since 2015. She holds a Series 66 license and works out of Saugerties, NY. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including both high-net-worth and non-high-net-worth clients. The firm emphasizes passive, diversified portfolios tailored to clients’ goals, tax situations, and risk tolerances, and operates on a fee-only, fixed retainer basis.

Rebeca Cotton is a CFP® and ChFC® with three years of industry experience. She currently works at Taconic Advisors and has prior experience at Zeiders, Ballast Point Financial Planning, H & R Block, and Keithly Barber Associates. She also assists seasonally as a Remote Tax Service Associate Intern during tax preparation periods. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including portfolio management, tax and estate planning, risk management, and retirement planning. The firm emphasizes passive, diversified strategies tailored to clients’ goals and risk tolerances, typically operating on a discretionary, fee-only basis with a fixed retainer fee structure.

John Kelly is a CFP® professional at Taconic Advisors with 12 years of industry experience. Before joining Taconic Advisors in 2017, he worked at Wells Fargo Clearing, Wells Fargo Bank, and Neuberger Berman LLC. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, serving both high‑net‑worth and non‑high‑net‑worth clients. The firm emphasizes passive, diversified portfolio strategies tailored to clients’ goals and tax situations and typically acts on a discretionary basis while overseeing an independent sub‑advisor.