Taylor founded Holistic Planning after serving his clients at Edward Jones and Raymond James for seven years. Holistic Planning was founded with the vision of adding uncompromising value to his clients and their families in ways not previously possible.

Taylor prides himself on his ability to simplify the complex and bring a common-sense approach to financial advice. Taylor is a graduate of Texas A&M University, holding a Bachelor of Science in Mechanical Engineering along with the Accredited Asset Management Specialist designation.

An East Texas native, Taylor resides in Nacogdoches with his wife, Amanda, and their two children, Nathan and Micah. Taylor enjoys coaching his sons’ sports teams and playing golf as well as woodworking and cooking.