Taylor joined the team in September 2019 as the paralegal and compliance intern and has since been promoted to our paralegal and compliance officer. Her area of specialty is compliance, legal, and operations. She has more than five years of experience ensuring the firm follows SEC regulations.
Taylor graduated in 2020 with a B.S. in paralegal studies from Madonna University in Livonia, Michigan.
What is your “why”?
I love collaborating with our team here to ensure compliance with SEC and state regulations.
To me, true wealth means
Freedom from the anxiety of worrying about my finances and to be able to live life with as little stress as possible.
To me, true wealth means
Freedom from the anxiety of worrying about my finances and to be able to live life with as little stress as possible.
Let’s connect.
We’d love to talk about what you and your family need and how we can help.