Meet Taylor
Taylor was SFMG's first intern. And he built his career here. He grew up a part of a small, family business. He says it had its struggles, but it always felt like home to Taylor. And now–SFMG is his new home. He enjoys both sides of financial planning—the analytical, financial side and working with clients. Taylor loves to call himself a "professional worrier" because no matter how complex a situation, he wants clients to trust SFMG's capacities and feel confident in their financial futures. Let him do the worrying!
When he's not taking care of clients, he and his wife, Kerri, love to spend time outside or traveling. They also have a cat named London. The deal was, if he didn't take London, he couldn't have Kerri. Taylor says it was the easiest decision he's ever made! He's a huge Star Wars fan and he'll never miss out on a round of golf. If you want to discuss the latest tournament or golf tech, Taylor is your guy. And you'll always find him cheering on the Texas Tech Red Raiders or the Dallas Cowboys!
Professional History
Associations
- Financial Planning Association
- Dallas Estate Planning Council
- Hendrick Scholarship Foundation
Education
- Texas Tech University - BS
Experience
- SFMG Wealth Advisors - Managing Director
Areas of Focus
- Corporate Benefits
- Retirement Planning
- Estate Planning
- Investment Management
- Comprehensive Wealth Management
Years with SFMG
Q & A
Words to Live By
"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel."
-Maya Angelou
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