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About Us

Our Mission


Our mission at Taconic Advisors is to give you financial peace of mind.

You can easily find yourself in a financial transition, but then get muddled financial advice. Your friends are not sure about what to tell you. Or you might have several advisors but none of them consult each other. Your investment advisor doesn’t know what your tax preparer has in mind, both of them are ignorant of your estate plan and the insurance agent is just trying to sell you another policy. In the end, these advisors work at cross-purposes because no one knows what the other is doing or why.

At Taconic Advisors we address all aspects of your financial picture. We don’t simply answer each need, but rather we make sure the answers synchronize to create a coordinated financial plan that meets all your personal goals. 

We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work with you, providing you with easy-to-understand recommendations as well as hands-on implementation.

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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.

Meredith lives in Saugerties, NY with her energetic young twins.  In her free time Meredith enjoys spending time with her family, playing music, practicing yoga, jogging, hiking and exploring the beautiful Hudson Valley. 

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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 after completing the rigorous requirements fort the CFP® designation he is now taking a lead role with client relationships.

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.    

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Rebeca is a Certified Financial Planner, an Accredited Financial Counselor and Enrolled Agent. Her career began right out of college working for a small engineering firm as their Administrative Assistant. Eventually, Rebeca was promoted to Financial Administrator, and served in that role for just over 10 years. As a military spouse, she most recently served as a Personal Financial Counselor for her local military installation, providing classroom style presentations on a variety of financial topics, in addition to individualized financial counseling.

Rebeca grew up in Washington state, just 30-minutes south of Seattle, and completed her Bachelor’s degree in business administration in 2007 from Central Washington University. With a passion for personal finances since high school, Rebeca began her transition into the financial planning industry in 2019, after marrying her active-duty Army husband. In addition to completing the Certified Financial Planning (CFP®) coursework through Liberty University and successfully passing the CFP® exam in 2021, Rebeca’s interest in taxes led her to gain experience as a tax professional through H&R Block and the BLX Internship Program. As a lifelong learner, Rebeca is currently pursuing her Masters in financial planning through The American College of Financial Services, with the goal of completing her degree program at the end of 2023. As Taconic Advisors’ Financial Planning Assistant, Rebeca is excited for the opportunity to gain first-hand financial planning experience.

Rebeca currently resides overseas with her husband and teenage son and daughter. In her free time, she enjoys staying active and was previously a Zumba and cardio kickboxing instructor. She also loves spending time with her family, traveling to new countries, hiking, and going on walks with her two dogs.  

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Bump is a CERTIFIED FINANCIAL PLANNER ™. He completed his undergraduate studies in finance at Endicott College where he was a member of the men’s ice hockey and lacrosse teams and also holds a graduate degree in Behavioral Sciences from the University of Pennsylvania.

Prior to joining Taconic, Bump spent time at financial advisory firms in New Jersey and Pennsylvania, focusing on helping families with complex planning needs, portfolio strategy, and evaluating potential private investment opportunities. Bump strongly believes that a holistic planning approach is essential for long-term success and strives to make its complexities into a simple, but ever-changing roadmap, that can help clients and families achieve their goals.

Outside of the office, Bump has a passion for traveling, coaching, reading, hiking, and running. While he does enjoy traveling abroad, his favorite trip has been backpacking along the Gulf of Alaska in the summer of 2019. He currently resides in Yardley, Pennsylvania with his fiancé and loves to spend his free time with family at the Jersey Shore.

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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.

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Cathy has extensive business experience managing projects, events, and department operations. Her career has spanned over four decades and includes positions in music entertainment, documentary film, recruitment, finance, and higher education. 

She began her career in the music entertainment industry as a receptionist at Record Plant Studios in New York City. While answering phones and greeting clients, she made connections with artists, producers, and talent managers that led to further opportunities. One of those opportunities brought Cathy to Columbia Records, beginning as an Administrative Assistant in the promotion department and later promoted to National Promotion Coordinator.  After eight years in promotion, she was offered the position of Director of Client Services at Sony Music Studios. 

Life has turns, and Cathy’s did. After her father passed away, she moved to be with her mother in Rhinebeck. They both decided to embark on a new adventure and in 1999 moved to the seacoast town of Rockport, MA where they spent wonderful years together until her mother’s death in 2015.   During that time in Rockport, Cathy entered a new job in higher education, working in the Office of the Provost at Gordon College and eventually becoming the executive assistant. She retired from Gordon College after 15 years of service at the end of June 2019.

In 2020, Cathy found and moved into her forever home in Saugerties and joined Taconic Advisors as their new Administrative Assistant. She says, “In all my jobs two things that I always gain and keep are the interpersonal experiences and friendships. I find the environment at Taconic Advisors rich in both and am grateful for my good fortune to be part of this team. Plus, I live three miles from work. It is the shortest commute of my life.” 

Cathy misses being so close to the ocean but loves the mountains, forests and lakes in the Hudson River Valley. Cathy loves to swim and her personal goal is to find all the swimming holes in Ulster county. If you know of one please contact her.

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Chip wrapped up his 20-year financial planning career with Taconic Advisors at the end of 2022.  He founded the firm in 2002 and has spread the gospel about the benefits of financial planning without financial product sales since that time. He is pleased and confident that Taconic’s clients will continue to work with a skilled team of planning professionals under Meredith Briggs’ leadership.

Chip received his B.A. from Colgate University in 1974 and holds a graduate degree in Accounting from New York University. He 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).   In 2019 he was the recipient of ACP’s Stewart Farnell Award for Exemplary Coaching. Another great honor during Chip’s career was to meet with the founder of Vanguard Investments, the late John C. “Jack” Bogle. At the end of the meeting Jack inscribed his book “Enough” with the following message “For Chip’s clients…listen to him!”

Chip currently serves on the Board of Trustees for the Community Foundations of the Hudson Valley and Poughkeepsie Rural Cemetery. In the past he chaired the Board of ACP and sat on the Boards of the Chamber Foundation and Mental Health Association as well as chairing the annual American Heart Association Heart Ball.

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. 

One last note about financial planning for retirement…it really works!