Plagens & Taylor Wealth Management

Spencer Plagens is a financial advisor at Plagens & Taylor Wealth Management with 13 years of industry experience. He holds a Series 65 designation and previously served as Owner and President of Dreher Investment Services, Inc., which ceased advisory activities in mid-2025. Plagens & Taylor Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses with discretionary investment management and retirement-plan advisory services. The firm uses customized allocation models focused on low-cost mutual funds and ETFs, offering globally diversified portfolios managed on a discretionary basis.

Flynn Mc Nabb is a financial advisor at Plagens & Taylor Wealth Management in San Angelo, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Plagens & Taylor Wealth Management, Flynn worked at Dreher Investment Services and held roles at Anhauser Busch Standard Sales Company, San Angelo Country Club, and the San Angelo Independent School District. Plagens & Taylor Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with discretionary investment management and retirement-plan advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct globally diversified portfolios primarily invested in mutual funds and ETFs, managing accounts with relatively low turnover and quarterly reviews.

Rusty Taylor is a financial advisor at Plagens & Taylor Wealth Management with seven years of industry experience. He holds a Series 65 designation and previously owned and served as CFO of Dreher Investment Services, Inc. from 2019 until its cessation of advisory activities in 2025. Plagens & Taylor Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct globally diversified portfolios primarily composed of mutual funds and ETFs, offering discretionary investment management and retirement-plan advisory services.

Charles Robertson is a Series 63-licensed financial advisor with 23 years of industry experience. He has been with Plagens & Taylor Wealth Management since 2025 and previously worked at Dreher Company, Inc. for 31 years. He is based in San Angelo, Texas. Plagens & Taylor Wealth Management is a fee-only firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary investment management and retirement-plan advisory services, using customized allocation models focused on global diversification with primarily mutual funds and ETFs.

Katy Taylor is a financial advisor with Plagens & Taylor Wealth Management in San Angelo, TX, holding a Series 65 credential and 17 years of industry experience. She previously worked at Dreher Investment Services, Inc. for 17 years before joining her current firm in 2025. Outside of her advisory role, she is an independent consultant for the paper-crafts company Close to My Heart and an independent ambassador for Red Aspen, a nail and beauty products affiliate. Plagens & Taylor Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering discretionary investment management and retirement-plan advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct globally diversified portfolios primarily consisting of no-load or low-load mutual funds and ETFs, with limited individual equity positions and occasional covered-call strategies.