After obtaining her degree in elementary education from the University of Tampa, Taylor discovered an unexpected passion for numbers that would shape her career trajectory. Drawing upon her background in breaking down complex concepts, Taylor now leverages her expertise to demystify the world of 401(k) plans for her clients. With a commitment to comprehensive education and guidance, Taylor and her team are dedicated to ensuring that individuals have a clear understanding of their financial options and can make informed decisions about their future.​

Catering to a wide range of needs, Taylor offers tailored solutions for businesses of all sizes, from small enterprises to large corporations with hundreds of employees. Whether you are navigating the complexities of retirement planning for yourself or seeking to establish a retirement benefits program for your staff, Taylor's knowledge and experience in 401(k) implementation can provide valuable insight and support.

​Passionate about continuous learning, Taylor finds fulfillment in exploring new destinations and immersing herself in diverse cultures during her leisure time. This thirst for discovery and appreciation for global experiences enriches her perspective and informs her approach to financial advising, highlighting her commitment to personal growth and broadening her horizons.