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.

OUR EXPERTS

YOUR TEAM OF PROFESSIONALS

BROOKE SANTIESTEBAN

ASSOCIATE

MATT DOUCE

ANALYSIS & CASE DESIGN SPECIALIST
ChFC®, ChSNC®

MATT HUNTER

PORTFOLIO & INVESTMENT SPECIALIST
CIMA®

KEVIN TAYLOR

CHIEF MARKETING OFFICER

ANDI TAYLOR, LCSW

HEALTH INSURANCE LIAISON

PREMIUM FINANCE DIVISION

A sub practice of Taylor Financial

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

KARYN S. ROELING

PRESIDENT OF SEIBERT INSURANCE AGENCY

HEIDI SCHMIDT, MBA

MORTGAGE SPECIALIST AT LONE MORTGAGE

SHAWN MILLER

MORTGAGE SPECIALIST AT VANDYK MORTGAGE

JAKE ALEXANDER

ACCOUNTANT AT ACTION ACCOUNTING

JAY REED

HEALTH INSURANCE PARTNER

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 the “Financial Services” world.