Taylor Nipp

Managing Director

  • Experience

    Comprehensive Wealth Management
    Investment Management
    Retirement Planning
    Estate Planning
    Asset Protection Planning


    Texas Tech University - Bachelor of Science, Personal Financial Planning


    CFP® - Certified Financial Planner
    Board of Directors - Financial Planning Association of DFW
    Member - Financial Planning Association Member - Board of Governors for the Dallas Estate Planning Council

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    A DIFFERENT PUZZLE EVERY TIME 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. GET OUTDOORS 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.