A DIFFERENT PUZZLE EVERY TIME
Comprehensive Wealth Management
Asset Protection Planning
Texas Tech University - Bachelor of Science, Personal Financial Planning
CFP® - Certified Financial Planner Download vCard
Board of Directors - Financial Planning Association of DFW
Member - Financial Planning Association Member - Board of Governors for the Dallas Estate Planning Council
Taylor understands that although you may understand all of the theoretical principles of a concept, people are dynamic. “At school, you work the same puzzle over and over.” For Taylor, it’s working on the individual puzzle for each client that’s rewarding. Taylor enjoys both aspects of financial planning; the analytical, financial side as well as the more personal side in interacting with clients.
LET US BE THEIR PROFESSIONAL WORRIER
Taylor loves being the person that clients trust to be their “professional worrier.” Even when the financial situation is complex, clients trust in our capabilities, allowing them to be confident in their financial future. Taylor does the worrying for them.
After the clients are taken care of, Taylor and his wife Kerri love to get outside for some outdoor activities. A self-described “golf nut,” he is always ready to hit the links.