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 | WEALTH MANAGEMENT ADVISOR
ERIK FISCHER, CFP®, RICP®
MANAGING DIRECTOR – SARASOTA OFFICE | WEALTH MANAGEMENT ADVISOR
KEN SPERONI, CEPA®, CPFA®, NQPA™
DIRECTOR OF BUSINESS BENEFITS | WEALTH MANAGEMENT ADVISOR
ANGIE WHITEHOUSE
CHIEF OPERATING OFFICER | FINANCIAL SERVICES TEAM ASSOCIATE
SOPHIA BELILOVSKIY, MBA
INVESTMENT OPERATIONS
BROOKE SANTIESTEBAN
ASSOCIATE
ERIC ROUKEY
DISABILITY INCOME SPECIALIST
MATT DOUCE, ChFC®, ChSNC®
ANALYSIS & CASE DESIGN SPECIALIST
KEVIN TAYLOR
CHIEF MARKETING OFFICER
ANDI TAYLOR, LCSW
HEALTH INSURANCE LIAISON
MARK HAMILTON
DIRECTOR OF RETIREMENT SERVICES
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.
PREMIUM FINANCE DIVISION
A sub practice of Taylor Financial
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
