Our Mission

To create an exceptionally distinctive one-stop experience for our clients when it comes to their financial planning needs. We offer expertise in insurance, investments, tax, estate planning, and retirement income.

Putting the ‘Service’ back into Financial Services

Taylor Financial was created in 2018 after founder Adam Taylor decided to build a more comprehensive planning firm and bring his hospitality background to the foreground of financial services.

From there, Taylor Financial has created a business built off the mentality of having a heart of a servant. Now, with a rapidly growing team, they strive to seek ways to go above and beyond for their clients and enforce their mission to bring the “Service” back into “Financial Services” world.

OUR EXPERTS

YOUR TEAM OF PROFESSIONALS

ADAM TAYLOR, ChFC®, CLU®, RICP®, CASL®, CLTC

CEO | WEALTH MANAGEMENT ADVISOR

MIKE EVERRITT

CHIEF INVESTMENT OFFICER | WEALTH MANAGEMENT ADVISOR

PIERS CURRY, MBA

DIRECTOR OF RISK MANAGEMENT

ERIK FISCHER, CFP®

MANAGING DIRECTOR – SARASOTA OFFICE

KENNY SPERONI, CEPA

DIRECTOR OF BUSINESS BENEFITS

ERICA OGDEN, CLTC

CHIEF EXPERIENCE OFFICER | FINANCIAL SERVICES PROFESSIONAL

ANGIE WHITEHOUSE

CHIEF OPERATING OFFICER

SOPHIA BELILOVSKIY, MBA

OPERATIONS MANAGER

KRISTIE WEITZEL

CLIENT RELATIONSHIP MANAGER

KEVIN TAYLOR

CHIEF MARKETING OFFICER

ANDI TAYLOR, LCSW

HEALTH INSURANCE LIAISON

 

STRATEGIC ALLIANCES

*Strategic Alliances are not exclusive relationships. You are free to choose your own professional for these needs. Strategic Alliance firms are not affiliated with MML Investor Services, LLC. and are solely responsible for their own products and services provided. 

L. TYLER YONGE

ESTATE AND BUSINESS PLANNING ATTORNEY-DRUMMOND WEHLE LLP

SHAWN MILLER

MORTGAGE SPECIALIST AT VANDYK MORTGAGE

KARYN S. ROELING

PRESIDENT OF SEIBERT INSURANCE AGENCY

MARK HAMILTON

DIRECTOR OF RETIREMENT SERVICES

ADAM J. MCKAY, CPA

PARTNER – NELSON & MCKAY CPA’s, LLC