Our advisors

Advisor photo for Jeremy Taylor

Jeremy Taylor

CRPC

Private Wealth Advisor

Chief Executive Officer of Taylor Wealth Management Group
Learn more about Jeremy Taylor Visit Jeremy Taylor's website
Advisor photo for Ivette Taylor

Ivette Taylor

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ivette Taylor Visit Ivette Taylor's website


Our team

Kamala Davis

Kamala Davis

Client Service Manager,

Operations Specialist

Qualifications

  • Notary Public

Roles & Responsibilities

  • Client Service
  • Appointment Scheduling
  • Business Processing
  • Money Movement & Transfers
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Stephanie Kouns

Stephanie Kouns

Financial Planning Assistant

Roles & Responsibilities

  • Client Services
  • Money Movement & Transfers
  • Client Data Collections & Review
  • Financial Planning Preparation
  • Advisor Website & Social Media Management
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