Our advisors

Jeremy Taylor

CRPC

Private Wealth Advisor

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

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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