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About Us

Our Pledge To You

FINANCIAL ADVICE YOU CAN TRUST… FOR A CHANGE

Since Taconic Advisors was founded, we have been committed to a fiduciary relationship with our clients.  This means your interests always come first.

Chip Simon: Fiduciary Oath

Meredith Briggs: Fiduciary Oath

As a member of the Alliance of Comprehensive Planners (ACP) we share a common pledge to our clients. This means that, in our service relationship, you can expect us to be:

Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.

Professional in conduct. We will protect your privacy. We will strive to maintain the highest ethical standards possible in oury work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.

Educational in nature. We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.

Independent in compensation. We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.

Committed to your success. Holistic financial planning is a process, not an event. We commit to adjusting your plan as your life goals change


CHARLES "CHIP" SIMON, CFP® Photo
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CHARLES "CHIP" SIMON, CFP®

CHARLES "CHIP" SIMON, CFP®

Chip is a NAPFA-Registered Financial Advisor, Certified Financial Planner™ Professional and founder of Taconic Advisors, Inc. He has been spreading the gospel about the benefits of financial planning without financial product sales to the mid-Hudson Valley since 2002.

Chip received training in all areas of personal financial planning through Marist College and specialized training in financial planning techniques through the Alliance of Comprehensive Planners (ACP).  He received his B.A. from Colgate University in 1974 and holds a graduate degree in Accounting from New York University. He was trained in accounting and finance at KMPG Peat Marwick in New York City and had over 10 years financial management experience before entering the field of personal financial planning.

He tries to give back to his community relationships as much as possible. He has chaired the Board of ACP and he is a member of the Dutchess County Regional Chamber of Commerce and sits on the Chamber Foundation Board of Directors. In the past he sat on the Board of Mental Health Association, organized the annual American Heart Association Heart Ball, and sat on the governance body for his parish. 

Chip is married to Karen Hansen Simon, a happily retired ex-CPA partner, formerly with Sedore and Company, CPAs, LLP. They enjoy vacation travel and community events together, as well as the company of their children, Scott & Emma.  They do tend to go separate ways with hobbies, however.  Chip enjoys cooking and golf while Karen leans toward tennis, mah-jongg, and taking the lead on doing the dishes.

MEREDITH W. BRIGGS, CFP® Photo
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MEREDITH W. BRIGGS, CFP®

MEREDITH W. BRIGGS, CFP®

Meredith graduated from Duke University in 2001 and began her financial services career in 2005 in Richmond, Virginia. After experiencing several significant family events she was inspired to develop a career helping individuals and families meet their financial goals.

She completed the rigorous exams for the Series 7, Series 66 and Life and Health Insurance licenses and began working with individuals, families and small businesses. But, as Meredith became more experienced in her field, she also became more concerned with the typical role of a financial advisor as “salesperson” and “asset gatherer” and the lack of focus on clients' financial goals.

In 2009 Meredith became a Certified Financial Planner™ and joined a fee-only wealth management company where she worked as the lead advisor and created and monitored comprehensive financial plans, tax projections and their corresponding investment strategies.  In 2011 Meredith moved to the Hudson Valley to be closer to family and joined a large wealth management company providing financial planning services to clients employed at local non-profit organizations. 

In 2016, Meredith became a co-owner and shareholder in Taconic Advisors. She is excited to help steer the future direction of the company and bring more awareness of fee-only planning to the community.

JOHN A. KELLY Photo
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JOHN A. KELLY

JOHN A. KELLY

After graduating from Adelphi University in 2008, John began his career in finance on the precipice of the U.S. financial crisis.  John obtained the Series 7, Series 6 and Life Accident and Health licenses while working for a large financial services company in the heart of Manhattan. 

John gained invaluable experience supporting a successful advisory team. He had the opportunity to interact with thousands of clients and helped to coordinate billions of dollars in assets.  However, after working in the industry for nearly a decade, it became obvious that the success of the company’s clients would often come second to that of their advisors.  With that understanding, John decided it was time to go in search of a new paradigm, and so he moved from Manhattan to the Hudson Valley in August of 2016.

Luckily, his search was brief, and in March 2017 he joined Taconic Advisors as the Financial Planning Assistant to Charles “Chip” Simon and Meredith Briggs.  John is absolutely thrilled to have found the company of like-minded individuals and he looks forward to obtaining his CFP designation.

John lives with his astonishingly wonderful wife, Megan, in Beacon, NY.  They enjoy traveling, spending time outdoors and exploring all that the Hudson Valley offers.    

KAREN EHLERS Photo
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KAREN EHLERS

KAREN EHLERS

Karen began her career in higher education in 1979 when, fresh out of Hartwick College, she was hired as a Financial Aid Counselor at Marist College. Within two years, she became the Director, expanding the staff and managing a budget of 26 million dollars. (That was a lot of money, at the time - especially for a 24 year old!) In 1988 Karen moved to Vassar College as an Assistant Director of Financial Aid. There she worked for her former boss on a 10-month contract and relished her summers off!  While at Vassar she created a new office for Student Employment where she was responsible for managing jobs, placement and payroll for over 1500 students.  Karen ‘retired’ from higher education in December 2005.

After a year of being a gym rat (and babysitting for family) Karen was a bit bored. She always liked numbers and her checking account wasn’t all that interesting.  She mentioned this to Chip’s wife, Karen, who suggested that he speak to her about a role at Taconic Advisors, and the “Most Esteemed Assistant” was born. Karen started with Taconic Advisors in the spring of 2007. She’s been happily playing with numbers ever since and has developed the role of Administrative Manager.

Karen met her husband, Stephen, while she was at Marist. Stephen is now retired from a successful career in the law and they split their time between Poughkeepsie and their lake house, Fairwinds, on Schroon Lake. They enjoy sailing (him) biking (her) and gardening together. And what a garden!  It is built on a hillside, predominantly shade, entirely perennial, mostly native and features almost 150 varieties of hosta. They love to entertain friends and family and believe they are the luckiest two people on the planet.

JACOB MORRIS Photo
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JACOB MORRIS

JACOB MORRIS

Jacob Morris graduated from Oberlin College in 2002, and has lived in New York City for over a decade. He is thrilled to be a part of the Taconic team.  Jacob’s passion for financial planning stems from a personal family experience and a desire to provide fiduciary, sustainable, and holistic advice.  Taconic Advisors embraces the same commitment to client care and ethical standards that first inspired him to become a financial planner.

Jacob is a graduate of NYU’s Advanced Diploma in Financial Planning program, and is in the process of completing his CFP® certification, having passed his CFP® Exam in March of 2017. He is an active member of the New York City chapter of the Financial Planning Association, and has performed extensive volunteer work throughout the boroughs. He was the recipient of the inaugural CFP® Exam Fee scholarship award through the FPA of NY for his contributions to the chapter and financial planning community, and is a member of the FPANY Pro Bono and Public Awareness committees. 

Jacob was recently invited to speak at the Science Industry and Business Library in Manhattan as part of their Money Matters education series. Jacob’s wonderful wife Whitney is a writer, and in their spare time, the two of them enjoy cooking vegetarian food, learning to garden, and exploring the great outdoors. They are big fans of the Hudson Valley, and look forward to getting involved in the community.