Taylor joined Jared’s team upon her graduation from the University of Missouri – Columbia in May of 2017, armed with a degree in Personal Financial Planning.
As the Director of Advanced Planning at WR Wealth Planning, Taylor assists advisors in the implementation of sophisticated strategies encompassing wealth planning, tax mitigation, estate structure, and insurance solutions for our esteemed high net worth clientele.
Being from Auxvasse, MO, Taylor’s small-town roots inspire her commitment to build deep relationships and deliver personalized service to clients.
Beyond her work, she finds joy in the company of family and friends, embarking on travel adventures, and relishing the outdoors with her loyal Weimaraners, Mr. Merle Haggard and Mabel Rose. Taylor’s vibrant spirit extends to her love for live music. With an impressive record of attending over 70 concerts, she’s immersed herself in the performances of more than 110 artists across 36 venues in 19 different cities.
Begin your journey towards financial clarity and confidence by scheduling an appointment with our dedicated advisors today. Let us guide you through personalized strategies that align with your goals and pave the way for a prosperous future.
Your Wealth. Our Expertise. One Integrated plan.
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