Retirement Team

Martha (Marti) S. Mason

Chief Executive Officer
615-372-1342 615-372-1343 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 6, 28, 63, 65 & 99

Marti has a bachelor’s degree in business management with a minor in math and economics from Lipscomb University. She started in the financial services industry in 1981 and joined Taylor Wealth Solutions in November 1982. Marti is responsible for the day to day operations of the firm along with client relationship management, participant education and customer service oversight.

Jay L. Hollis, Jr.

Business Development
Financial Advisor
(615) 372-1380 (615) 372-1381 Email
Licenses & Certifications:
CHARTERED RETIREMENT PLANS SPECIALIST℠, CRPS®
Professional Plan Consultant™, PPC™
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 7, 66 & 99

Jay has a bachelor’s degree in journalism and public relations from the University of Mississippi. He joined Taylor Wealth Solutions in April 2011 to focus on business development and client relations. Jay assists businesses with retirement plan design, investment management and participant education to maximize the benefits for owners and employees.

Tina M. Bowling

Director of TPA Services
615-372-1360 615-372-1361 Email

Tina has a bachelor’s degree in business administration with minors in accounting, economics and finance from Middle Tennessee State University. She started in the financial services industry in 1982 and joined Taylor Wealth Solutions in April 1985. Tina’s division works with businesses in many industries administering defined contribution and defined benefit plans including compliance, annual IRS filings, participant services and all other necessary TPA functions.

J.D. Stuart

Director of ERISA Plan Compliance
(615) 372-1374 (615) 372-1375 Email
Licenses & Certifications:
FINRA Securities Registration for Series 6 and 63
Juris Doctor (JD)
Licensed to practice law in the State of Tennessee

J.D. has a bachelor’s degree in political science and minors in financial economics and US history from Vanderbilt University. In addition, he has a law degree from the University of Georgia. J.D. joined Taylor Wealth Solutions in November 2013. He helps clients navigate changes in the regulatory environment of the IRS and DOL by drafting plans and amendments and researching upcoming changes.

Kimberly (Kim) D. Picklesimer

Pension Analyst
615-372-1362 615-372-1363 Email

Kim attended Middle Tennessee State University prior to joining Taylor Wealth Solutions in June 1987. She works with businesses in many industries administering defined contribution plans including compliance, annual IRS filings, participant services and all other necessary TPA functions. 

Jessica R. Sanfilippo

Customer Service
615-372-1392 615-372-1393 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health

Jessica has a bachelor’s degree in organizational communication and a minor in entrepreneurship from Middle Tennessee State University. She joined Taylor Wealth Solutions in March 2011. Jessica provides administrative support to our retirement plan clients and is a member of our customer service team.

Lauren Ward-Harris

Pension Assistant
615-372-1358 615-372-1359 Email

Lauren is a middle Tennessee native and joined Taylor Wealth Solutions in July 2007. She provides administrative support to our retirement plan clients along with assisting our pension analysts. Her knowledge and use of IT systems help us manage our workflow processes.

Susan (Sue) G. Rubbelke

Distribution Coordinator
615-372-1352 615-372-1353 Email

Sue has a bachelor’s degree in psychology from Brown University and a master’s in business administration from State University of New York at Albany. Sue joined Taylor Wealth Solutions in June 2009 bringing 13 years of experience in the financial services industry. She oversees the distribution process for our retirement plan clients.

Sara S. Clark

Pension Analyst Assistant/Customer Service
615-372-1372 615-372-1373 Email

Sara has a bachelor’s degree in business from Samford University. She joined Taylor Wealth Solutions in August 2012 with eight years of experience in the financial services industry. Sara provides support to our pension analysts and is a member of our customer service team.