Taylor works with a broad range of individuals and families and those preparing for retirement, helping clients navigate retirement planning, comprehensive financial planning, and estate planning coordination.

She takes a personalized and relationship-driven approach to planning, with work that is focused on creating long-term strategies aligned with each client’s goals and priorities.

Taylor earned a B.S. in Business from Baker University. Her background and personal experiences support a compassionate and goal-oriented approach to helping clients navigate important financial decisions.

Outside of work, Taylor enjoys traveling with family, attending sporting events, taking walks with her dog, and being involved in her local community.

Serving clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence, and Liberty.