Wealthview is a dedicated team of financial experts driven by one common goal: to help people. We feel that our purpose in this industry is to serve our clients and assist them in being the best stewards of their finances that they can be.

 

Sam Taylor

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Sam Taylor

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Sam Taylor, CIMASM, AIF®, CRPCSM is a financial advisor with over 35 years experience. He founded Wealthview Capital in 2009 as an independent wealth management firm grounded in a philosophy of stewardship with an adherence to a fiduciary standard of care. He is a Certified Investment Management AnalystSM, an Accredited Investment Fiduciary® and a Chartered Retirement Planning CounselorSM. Sam is a member of the Investments & Wealth Institute®, the Financial Planning Association®, the Center for Fiduciary StudiesTM, the Rotary Club of Jackson and First Presbyterian Church of Jackson. He is a Paul Harris Fellow in Rotary International and, in 2019, was selected as a Leader in Finance by the Mississippi Business Journal. He's the father of three grown daughters and grandfather to one adorable grandson and one sweet granddaughter - need advice on saving for weddings or college, Sam’s your guy! On most weekends he can be found enjoying the outdoors in southwest Mississippi or spending time with his family.

Bryan Rutledge

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Bryan Rutledge

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Bryan Rutledge, AIF®, CRSP® is a Senior Wealth Advisor with over 22 years' experience in the financial services industry including past roles in personal financial advising, accounting, banking, retail brokerage, and institutional consulting. A native of Sarasota, Florida with Mississippi roots, Bryan received a B.A. degree with a double major in Accounting and Criminology from Florida Southern College and an M.B.A. from the University of Mississippi. He holds the Certified Retirement Services Professional (CRSP) designation from the American Bankers Association and the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Excellence. Bryan and his wife Ceci reside in Madison, MS with their three daughters and one son and are members of First Presbyterian Church where Bryan serves on the Diaconate. During the weekend you can find Bryan spending as much time with the family as possible, from helping coach his son's teams to attending his girls' activities – 4th grade to college!

Michael Tuskey

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Michael Tuskey

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Michael Tuskey, CRPSTM, WMSTM brings over a decade of analytical experience to the Wealthview team. A part of our next-generation talent, Michael is a Chartered Retirement Planning SpecialistTM and a Wealth Management SpecialistTM. Prior to joining Wealthview he spent three years with Pan American Life Insurance Group as a complex claims’ specialist and seven years with BrownGreer, PLC where he was part of the team that evaluated, approved, and administered over $12 billion in claims related to the Deepwater Horizon/BP Oil Spill Court-Supervised Settlement Fund. A native of Richmond, VA, he holds a B.A. from the University of Virginia and makes his home in New Orleans where he is an active member of the UVA Alumni Association.  Michael and his wife, Margaret are the proud parents of one daughter, Maggie, and members of Trinity Episcopal Church.

Kit Prestridge

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Kit Prestridge

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Kit Prestridge, CFP®  serves as Wealthview’s Operations Specialist.  She holds a BS in Accounting from the University of Southern Mississippi and an MBA from Mississippi College.  Kit is a Certified Financial PlannerTM professional and has spent her entire career in accounting and financial services.  A member of Highlands Presbyterian Church, she loves spending time reading, traveling and in the company of good friends.

Miriam Fair

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Miriam Fair

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Miriam Fair came to Wealthview after working in the journalism industry in Manhattan. An Ole Miss undergraduate alum, she received her master’s degree from the Newhouse School of Public Communications at Syracuse University, and is currently a doctoral candidate at Tulane University. As Wealthview's Director of Marketing and Communications, Miriam manages the ins-and-outs of our marketing agenda, coordinates educational lectures, and plans client-appreciation events. Based in New Orleans with her husband Bailey, she is a member of the Junior League of New Orleans, Church of the Resurrection, and a graduate of the Bryan Bell Metropolitan Leadership Forum. An avid traveler and lover of art, on most weekends Miriam can be found in a museum or exploring the many places on her bucket list.

Gordon Skelton

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Gordon Skelton

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Gordon Skelton, PhD, CRISC, CISA is Wealthview Capital's Director of Compliance and Cyber Security. For 16 years, Gordon served as the Vice President for Information Systems at Mississippi Title Insurance Company in Jackson after which he joined the computer engineering department at Jackson State University. During his 12 years at JSU he conducted research on data fusion, cyber security, and software engineering and worked on projects for NASA, the US Army's Space and Missile Defense Command, The US Department of Homeland Security, and the US Army Corps of Engineers. With over 30 years in Information Services, Gordon is Wealthview Capital's expert on cybersecurity, risk assesment, security control, and vulnerability identification. Gordon and his wife Janet are members of First Presbyterian Church of Jackson, and in his free time he enjoys hunting for Civil War relics on his Warren County farm and elsewhere around the South.

Melanie Taylor

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Melanie Taylor

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Melanie Taylor is the firm’s office manager and is responsible for numerous operational and human resource duties. Additionally, she maintains the firm’s books and clients’ records. A former teacher, Melanie holds a BA in Elementary Education from Louisiana Tech University. She and Sam have three grown daughters, one adorable grandson and one sweet grandaughter, and two high-maintenance cats. She is a member of First Presbyterian Church of Jackson and in her free time she can be found singing for area nursing homes as part of the Junior League of Jackson’s Joyful Noise Choir.