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

CEO and Founder

Sam Taylor

CEO and Founder

Sam Taylor, CIMASM, AIF®, CRPCSM is a financial advisor with over 40 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.

Michael Tuskey

Chief Operating Officer

Michael Tuskey

Chief Operating Officer

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.

Brandon Bergeron

Associate Wealth Advisor

Brandon Bergeron

Associate Wealth Advisor

Brandon Bergeron is part of Wealthview's next-generation team and brings several years' portfolio management and financial planning experience to the firm. He is passionate about delivering personalized advice and creating comprehensive financial plans for retirees and pre-retirees. He holds a bachelor's degree in finance from Nicholls State University and is a CFP candidate. A native of Napoleonville, LA, he now resides in Metairie. On weekends Brandon and his girlfriend Hannah can be found listening to live music and enjoying the cuisine at local festivals in and around New Orleans or walking their French bulldog, Juniper in City Park.

Kit Prestridge

Operations Specialist

Kit Prestridge

Operations Specialist

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

Director of Communications

Miriam Fair

Director of Communications

Miriam Fair came to Wealthview after working in various communication roles in New York and New Orleans. An Ole Miss undergraduate alum with a B.A. in English and B.A.J. in Journalism, 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 Jackson with her husband Bailey, she is a member of First Presbyterian Church. An avid traveler and lover of art and history, on most weekends Miriam can be found in a museum, exploring the many places on her bucket list, or working with her husband fixing up their 1925 Belhaven home.

Austin Hurt

Director of Client Services

Austin Hurt

Director of Client Services

Austin Hurt is Wealthview’s Director of Client Services, and a member of our next-generation team. He is responsible for coordinating various operations within the firm to increase productivity and enhance our clients’ experience. Austin is passionate about delivering superior service through a solution-oriented mindset. A native and resident of Madison, he holds a bachelor’s degree in marketing from the University of Southern Mississippi and follows all Golden Eagle sporting events. Austin and wife Kaylee are expecting a baby boy in April who will no doubt be taking attention from Hattie, their beloved Aussiedoodle. On most weekends, Austin can be found outdoors where he enjoys playing golf, fishing, and spending time with family and friends.

Melanie Taylor

Office Manager

Melanie Taylor

Office Manager

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, 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.