Paraplanner
Taylor joined Phillips Financial as a Paraplanner in September 2024. She works closely with advisers to create a personalized plan for clients to achieve their financial goals. She brings a passion for financial planning and is eager to help guide others as they pursue their financial goals and objectives.
Joining us from corporate finance, Taylor attended Grace college where she played softball and graduated with a Bachelor of Science in Finance and a Bachelor of Arts in International Business.
Taylor, Northeast Indiana born and raised, now lives in Fort Wayne with her husband and dog. In her spare time, you can catch her reading, playing sports, baking or traveling.