Tayler is our Associate Planner, and keeps the planning process organized, clear, and actionable. She supports clients by addressing any questions or concerns and finding clear answers to problems. Her role includes preparing planning materials, keeping planning data clean and current, and makes sure all client service requests are handled expeditiously with care. She is the friendly voice confirming follow-ups and making sure you stay updated with every step along the way.
A Greensboro native, Tayler graduated from UNCG with a degree in Business Administration. She has her SIE, Series 7, and Series 66.
Tayler believes true financial success goes beyond managing a portfolio. For her, planning is about helping clients define what they want life to look like and then supporting the steps that make it real.
Outside of work, Tayler enjoys life with her husband, Justin, their two dogs, two cats, and her bearded dragon. Always on the move, you can catch Tayler moonlighting as a fiddle player in the band Gipsy Danger. If you thought all of that would fill a calendar for her- you would be wrong. A strong creative, Tayler still finds time to spend on her photography hobby, and has some of her wonderful work hanging in her office.
