Taylor Wealth Management Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Taylor Wealth Management Group
Team photo for Taylor Wealth Management Group

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Advisors

Advisor photo for Ivette Taylor

Ivette Taylor

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Ivette Taylor's website


Team

Kamala Davis

Kamala Davis

Client Service Manager,

Operations Specialist

Personal Intro

Outside of the office, I love spending time with my husband, our three children, and our two dogs. For many years, my schedule was driven by sports, practices, and games. Now that the kids are older, I've really come to appreciate slower-paced family time. I enjoy running and recently completed a half marathon. Crossing the finish line felt amazing, though I'm not quite convinced I need to do it again anytime soon!

Qualifications

  • Notary Public

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Business Processing
  • Money Movement & Transfers
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Courtney Engeman

Courtney Engeman

Financial Planning Assistant

Personal Intro

Outside of the office, you'll usually find me with my husband, son, and my two dogs, who do a great job of keeping life interesting. I enjoy camping in our trailer, reading, and spending time near the water whenever possible. Give me a lake view, a good book, and nowhere to be, and I'm a pretty happy person!

Roles & Responsibilities

  • Client Service
  • Money Movement & Account Maintenance
  • Business Processing & Operations
  • Financial Planning Preparation
  • Insurance Support
  • Reporting & Data Management
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