As Founder and President of Questmont Strategic Wealth Advisors, he enjoys putting his 30+ years of experience to use by helping select clients discover their life’s dreams and ambitions, then consulting with them on how to make it happen. Taylor takes great pride in being real and developing lifelong relationships with his clients. Through his drive and dedication to client service he has built Questmont into a regional wealth management firm doing business in over 20 states.
Taylor lives in Odessa, FL with his best friend and wife Sonya and their son, Ian. He loves both travel and the Arts. Taylor is a past board member of the Cultural Enrichment Fund and The Allied Arts Fund and a former big brother.
President – Pennsylvania Division & Personal CFO
Growing up, Nathan knew he wanted to help people, but not exactly how. While earning his Bachelor’s Degree in Business Finance from Messiah College, he realized his passion for helping guide others in making the most out of their financial situation. This morphed into a practice focused on Comprehensive Financial Planning and Wealth Management. While growing his business, Nathan also obtained his Certified Financial Planner™/CFP® certification. Nathan helped build his business through the successful partnership, enhancement, and eventual purchase of an existing practice based in Central PA. This transition provided invaluable experience which has helped in guiding clients through their many life transitions.
He works with individuals and families by creating a customized financial plan designed to guide them towards achieving their goals. Nathan specializes in the areas of Retirement Planning, Tax Planning, Estate Planning and Investment Portfolio Analysis.
As an alumnus of Messiah College, he served on the Board for the Messiah Business Alumni Association. Nathan also enjoys volunteering with Junior Achievement teaching financial literacy and as an Usher Captain at his church. Married to his best friend, Abby, he enjoys spending time with family and friends, golfing, and reading.
Sonya Ranker is a Certified Financial Planner, Certified Divorce Financial Analyst(CDFA®), Certified Exit Planning Advisor(CEPA®) and Director of Family Office Services. In her roll as part of the Virtual Family Office, she acts as the personal CFO to the family by working with a formal team of professionals to bring creative and comprehensive solutions to address the client’s needs and propel them to their goals.
Sonya graduated magna cum laude from East Carolina University with a pre-med degree and holds both the series 7 & 66 licenses.
Sonya is passionate about her family and her community. Her community involvement includes serving on The Foundation for Enhancing Communities (TFEC) Investment Committee and having served on the committee for the Leukemia Lymphoma Society Summer Solstice and as chair and co-founder of the Cultural Enrichment Fund Red Carpet Soiree.
Sonya lives in Odessa, FL with her husband, Taylor, and her son, Ian.
Brent along with his wife Cindy raise their daughters Grace and Emily in their hometown of York, PA. Having received his accounting degree from York College in 1985 and practiced in the defense industry for several years, it is Brent’s responsibility to make sure that Questmont is fiscally strong. As managing partner Brent enjoys working behind the scenes providing an honest and considerate touch to the financial plans of Questmont clients.
Brent is an active member of the Rotary Club of Colonial Park, and is a past president of the Dover Jaycees. He enjoys the great outdoors when not attending his daughters’ sporting events.
Having been trained as an educator and raised to be a man of high character and integrity, Andrew entered the financial services industry to equip individuals with the information and guidance they needed to make good financial choices for themselves. Initially a generalist working primarily with clients on retirement readiness, he received his Certified Financial Planner™ certification in 2014. Andrew specialized his wealth management practice in trust administration and estate planning during his tenure at F&M Trust Company and later at BNY Mellon Wealth Management. He was named to the Central PA Business Journal’s 2017 40 Under 40 and is today one of Central PA’s most respected and highly regarded young experts on the strategic management of multi-generational wealth.
Andrew graduated with degrees from Messiah College and the University of Pennsylvania. He is an active member of the Estate Planning Council of Central PA and currently serves on the organization’s board of directors. He is involved in several capacities at New Hope Ministries, which operates a network of food pantries and offers diverse social services for Central Pennsylvania neighbors in need. He also serves on the board of directors of Salt N’ Light Youth Ministry.
Choosing the family lifestyle brings Andrew utmost joy, as he is the husband of a beautiful, compassionate wife and father of four fantastic children. Andrew indulges his love of music by singing and playing his piano, even if only for a few minutes at a time. He follows Pittsburgh sports faithfully, but truly loves baseball and has endured since his childhood with the Pirates. He reads the classics and has recently cultivated an interest in Central PA art and artists.
As an original resident of Pittsburgh, PA, Ali graduated from the University of Pittsburgh with dual degrees in Finance and Marketing. Ali earned her CERTIFIED FINANCIAL PLANNER™ Certification in 2012 and is committed to helping her clients achieve their financial goals. With over 12 years of experience, she counsels her clients in the areas of retirement planning, estate planning, risk management, and tax planning.
Ali emphasizes the importance of having a plan. As a CERTIFIED FINANCIAL PLANNER™, Ali works under a fiduciary responsibility. A Fiduciary is defined by CFP Board as one who acts in utmost good faith, in a manner he or she believes to be in the best interest of the client.
In the words of Warren Buffett, “Someone is sitting in the shade today because someone planted a tree a long time ago.”
Currently residing in Mechanicsburg, Ali enjoys spending time with her husband and two sons. In her free time, Ali relaxes by playing the cello, an instrument that she has been playing since she was 8 years old.
Tressia Pankewicz brings a fair and disciplined approach to multi-generational family wealth management. Her role includes financial planning, investing, business development, and managing client connections. She works to educate and empower others to take control of their financial lives.
Tressia was born and raised overseas. She attended the University of Pittsburgh and Southern Illinois University for Chemistry and Pre-Med. Through her many experiences she recognized that one thing remains constant, change is constant; plans change, goals change, relationships change and life changes. So, she commits to helping clients plan for the many changes and stages of their lives.
She currently co-chairs the Hospice of Central PA Women’s Golf Committee. She has served on several non-profit boards including CPAFE (Central PA Association for Female Executives,) The Fund for Women and Girls, The Conference for Women-Be Extraordinary, the LGBT Chamber of Commerce. She completed Leadership Harrisburg Area Community Leadership Series Class of 2020. As an eternal optimist, she realized that the determination and grit with which she approaches her own life was something she wanted to share with others, hoping to inspire and enable them to live their best life.
Joe Tison was born and raised in Tampa, Florida. After earning his bachelor’s degree in Environmental Science and Policy from the University of South Florida, Joe spent 4 years addressing environmentally contaminated sites across the state and helped design and implement remediation efforts.
During this time, Joe began the Master of Business Administration program at the University of South Florida, which sparked his passion for finance. Joe has worked at multiple large broker-dealers, where he earned his professional licensure including the Series 7 and Series 66. Joe is near the end of the Master of Business Administration program and is concentrating on Finance.
Personally, Joe enjoys spending time with his wife Toni and their dog Samantha. Joe is also an avid outdoorsman and is a member of multiple organizations such as the Bonefish and Tarpon Trust, Ducks Unlimited, the National Wild Turkey Federation, and the Coastal Conservation Association.
Erica, also known as Rikki around the office, was born and raised in Central PA, with short stints in South Carolina and Virginia. She has had varied professional experience, from working at an Early Modern/Shakespearean theatre to Buying for a health food store, all after receiving a teaching degree from Penn State Harrisburg.
Rikki has relished the opportunity to learn and grow, personally and professionally, in her time with Questmont. She is grateful for the wonderful clients and coworkers she gets to interact with. When she isn’t at work, Rikki enjoys baking, sketching, and teaching her old dog new tricks at their Hummelstown home.
Trudy graduated from Central Pennsylvania Business School in 1985, with an Associate’s Degree majoring in the Paralegal program. After working as a Paralegal for eight years (six of those in the area of banking law), Trudy realized she needed a change and made the short leap to the financial services industry. She began her journey in personal financial planning with The Comprehensive Financial Group, where she worked for a number of independent representatives within the same firm; one of whom was Taylor K Ranker, II. When our firm was formed in 1994, Trudy joined to provide support.
Trudy passed her Series 7 exam in 2001 and Series 66 exam in 2013. She lives in Lewisberry with her husband, Steve, their dog Lucille, and their cat, Purrbody.
Holly grew up in Altoona, PA and attended Penn State University for Health Policy and Administration. After moving to Lemoyne in 2003, her love for math and numbers drew her to start a career in finance with Members 1st FCU where she gained experience in customer service and lending. Holly joined Morgan Stanley in 2010 where she acted as a Senior Client Service Associate for 12 years. She joined the Questmont team in 2022 with the desire to continue her professional and personal growth.
Holly enjoys spending time with her husband, Tony, their two daughters, Karis and Kenley, and their Saint Bernard, Daisy. Holly and her husband are HUGE fans of Penn State – their daughters’ middle names are “Nittany” and “Penn”. When she is not working, Holly loves to travel to tropical destinations and is a board member of the New Cumberland Colts and an official team mom for her daughters’ cheer squads.
Originally from Ukraine, Sophia moved to Harrisburg area in the late 90s. She graduated from Penn State University with a bachelor’s degree in Finance. She has an extensive background in the banking industry, with the last five years focused on Wealth Management and serving high net worth clients.
When she isn’t in the office, Sophia is busy volunteering in her community, serving on the board of Harrisburg Keystone Rotary Club and the board of McCormick & Olewine Library Friends steering committee.
Sophia resides in Linglestown with her husband and their two sons. Sophia enjoys travelling with her family, exploring new destinations and helping to plan vacations for her family and friends.
Ryan previously held an 18-year career in the hospitality and tourism industry. He began his career supporting service operations, moving into building operations, and grew to have a passion for helping people and building relationships with clients, guests, and vendors alike. His hotel career moved him to seven cities, in six different states, and Ryan ended his time in hotels as a Director of Sales and Marketing for an opening hotel in Columbia, SC. After hotels, Ryan spent time in Long Term Care Insurance with MetLife – focused on benefit administration and policy review. His most recent career as an Executive Assistant began supporting three senior leaders at SalonCentric, a subsidiary of L’Oreal USA, where he managed many aspects of Customer Relationship Management, Scheduling, Meetings & Events, and contract life cycle management.
Ryan is a native of the state of Florida, coming from Panama City Beach area. In his down time, Ryan loves to travel and spend time with friends – and most especially his 14 year old beagle, Riley.
Ryan is a Notary Public for the State of Florida, and happy to assist with your notarial needs.
Jacob was born in Guatemala and was adopted at the age of seven by two wonderful parents. He is the oldest of six children. After high school, Jacob attended Massiah University where he earned a degree in Business Administration with a minor in Marketing. Jacob’s family lives and breathes the sport of soccer in which he has competed at the highest level. Jacob is new to the finance industry and is eager to learn and grow from those around him and is motivated to provide excellent service to clients.
When he isn’t at work, Jacob enjoys going on adventurous trips with his friends. He’s always active whether that’s working out, coaching soccer, play sports, or spending time with his labradoodle.
Katie, a Hershey native, currently resides in Etters with her husband Nathan and their two daughters, McKaeleigh and Renna. Katie graduated from Indiana University of Pennsylvania in 2013, with a Bachelor’s degree in Journalism.
Katie’s previous work experience was primarily in the hospitality industry working in various restaurants and hotels within the Central PA area. Her most recent position was with a prominent statewide legal association.
As an avid sports fan, you can find Katie rooting on her most cherished sports teams the Philadelphia Eagles & Phillies and the Penn State Nittany Lions. Katie also enjoys spending time with her family, taking trips to the Atlantic Coast beaches, and attending concerts at HersheyPark
Bob Grimm has been in the financial services industry for over 40 years. He is past president of the Harrisburg Association of Life Underwriters. Bob attended Penn State University with a degree in business administration. His main goal is to help his clients reach retirement comfortably. Client service and followup is his primary concern.
Bob resides in suburban Harrisburg with his wife Peggy. He and his wife enjoy spending time with his 2 sons and 2 granddaughters. Bob is an avid golfer and a diehard Philadelphia sports fan.
Rod’s strength as a Financial Advisor comes from having 50 plus years of experience in the financial services industry. He earned his Chartered Life Underwriter designation in 1966 and his Chartered Financial Consultant designation in 1987. Rod focuses his practice on retirement planning, long-term care and protecting your family assets. Through his experience and training he is able to help clients achieve their personal financial goals.
Because of his ongoing commitment to the community, he has served on many boards within his industry and charitable organizations. Rod is past president of the National Association of Insurance and Financial Advisors and is an active member of the Camp Hill United Methodist Church.
Rod has been married to his wife Teddy since 1963 and has two adult daughters. One of his fond memories is singing with his wife in a caroling group for President and Mrs. Reagan in 1985 at the White House Staff Christmas party.
Upon graduating from High School in 1970 I entered the United States Air Force from October 1970 thru September 1974 spending 24 months in South East Asia during the Vietnam era. The USAF trained me to be part of a Combat Crew on a KC-135A for air to air refueling. I had over 3500 hours in this aircraft.
After completing my USAF service, I attended and completed my college studies at the University of South Florida with a BA Degree in Finance. Upon graduation I obtained a Series 7 and 63 licenses and have been working with individuals and businesses in Central Florida since 1983. In 1987 I obtained my Life, Health, and Variable annuity licenses. I than went on to obtain my Series 65 in 1995.
My career has focused on Financial Planning for Pre-Retirement and Post Retirement clients.
I joined Questmont Strategic Wealth Advisors, November 2020 as the Director of Retirement Planning.