Meet the Team

We want to get to know you, understand your goals and concerns, then provide you with the best solutions for meeting your retirement needs.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Greg and Kristin Taylor are known to poke fun at each other on their weekly radio show "Winning Retirement", every Saturday at 1pm and Sundays at 6am & 10am on 610 WTVN.  They also have started Hosting a Weekly Tv Show on the CW station, Sundays at 9:30am.  Faith and Family are very important to them. 

Gregory Taylor

Gregory Taylor

Founder

Kristin Taylor

Kristin Taylor

Vice President

Brent Ries

Brent Ries

Financial Advisor

Jessica Bartley

Jessica Bartley

Client Relations Manager

Kelly Baltzer

Kelly Baltzer

Operations Manager

Lyndsey Dangerfield

Lyndsey Dangerfield

Administrative Manager

Kourteney Dugan

Kourteney Dugan

Marketing Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.