A Message from Our Founder

I am often reminded of why I enjoy what I do every day. My desire to help people, especially with their finances and in securing their futures, is a direct result of the challenges I faced in my childhood, and the struggles I witnessed my mother endure as I grew up.

At the age of 10, my father passed away suddenly from a heart attack. It was a devastating and scary time. I remember wondering how we would go on without him. How would our lives change? My mother was literally forced overnight to become the “breadwinner” for the family. She was driven by her fear and uncertainty of the future. She was also driven by her resolve to provide a secure future for me and my two brothers. Not knowing how she would sustain a comfortable lifestyle for us (and how she would provide for our future) created an urgency within her. During my childhood, I watched her become a determined, ambitious woman who was focused on protecting us from financial (and other) insecurities – though she faced many.

As I reached high school, I began helping with some of the hardships our family faced, like caring for my severely learning disabled brother. His disabilities only created more questions about the future, and I wanted to assure him however I could. I wanted him to know he would be taken care of.

By the time I was a senior in high school, I knew I wanted to pursue a profession where I could help people protect themselves, defend themselves, and secure themselves from the uncertainties of life. To be honest, financial planning was not my first thought. Instead, I went to law school. But I quickly learned that as an attorney, I wasn’t able to help people in the way I wanted to. In addition, the practice of law was too “adversarial” for me.

It wasn’t long before I returned to my “roots” and became a Certified Public Accountant so that I could join the family tax and accounting practice my mother (and father) worked so hard to build. After a few years, I realized that the accounting profession still wasn’t enough for me – I wasn’t able to be creative and I wasn’t touching lives the way I wanted to. I was being too “backwards looking” (as is the nature of accounting and tax preparation) and not helping people move forward towards their dreams.

It wasn’t until I realized who and how I wanted to help that everything changed. I wanted to help people who needed guidance at a time when their lives were at a crossroads – I wanted to help people in need. By lending my support, I ensure that my clients won’t have to face life’s uncertainties alone. Whether it be a death, divorce, or even retirement, I want to assist others in need and support them on their journeys towards financial security.

At Taylor Financial Group, we live by the Golden Rule – we treat others how we would like to be treated. As a result, I have designed every aspect of our practice to support my clients on their personal journeys. I am so grateful that every day I have the opportunity to help align my clients’ wealth with their dreams in a comfortable, confident manner. I am truly blessed to do what I do.