Join Us in Celebrating 25 Years

Twenty-five years ago, I’m not sure that I envisioned sitting down to write a blog post about celebrating Taylor Financial Group’s silver anniversary – and not just because blogging wasn’t a huge thing back then, but also because I knew what a big deal it would be to someday celebrate 25 years in business.

Don’t get me wrong – I never doubted that I had what it took to succeed. As a Cornell Law School graduate, I’ve never been averse to working hard to meet my goals. It’s just that, back in the year 1998, the year 2023 seemed so far away.

But looking back on it now, 1998 really feels like it was just yesterday. Time sure flies when you’re having fun, and I can’t think of anything more fun that working with my team to help people with their finances in pursuit of their desired future.

Time passes whether you plan for it or not.

If there’s a lesson to be learned here as we celebrate our 25th anniversary as Taylor Financial Group, it’s that time marches on – probably faster than you realize! I started my journey as a wealth advisor with the full intention of succeeding, but I didn’t just wish for it. I planned for it.

I surrounded myself with good people and fervently continued my education. I trusted the advice of people who had stellar track records of succeeding, like my mother, who successfully led our family’s tax and accounting firm after my father passed away unexpectedly.

My team and I have made it this far because we’ve intentionally planned to get here – and we intentionally plan to reach many more anniversaries in the future. But it won’t happen out of luck or happenstance – it will happen because we intentionally made it happen.

The same can certainly be said for a financial plan. It’s important to have a goal in mind and to seek guidance from people who can help you get where you want to get.

In fact, that’s what my team and I have done for the past 25 years. We’ve helped clients define and pursue their goals so that they can celebrate years down the road, thinking back on all the steps they took to get where they are.

This isn’t just an anniversary celebration for me – or for my team.

It’s an anniversary celebration for all of us as we watch the years zip by, knowing that we’re planning ahead for the future.

If you’ll indulge me by allowing me to dish out some unsolicited advice, here are some lessons learned in the past 25 years:

  • Hard work and know-how are a powerful combination.
  • Surround yourself with people you can trust.
  • Look toward the future – but don’t forget to live in the moment.
  • You don’t have to do it all on your own.

I am incredibly grateful to my family and team for the continued support and passion for helping clients. I look forward to the coming years with great anticipation.


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