Meet Taylor
As the Director of Operations at SRQ Wealth, I specialize in optimizing client experiences, streamlining operational procedures, and leading a high-performing service team dedicated to delivering excellence. Since joining the firm in 2014, I have built deep expertise in client services and operational management, with a focus on guiding my team toward successful outcomes for the families we serve.
My academic background in Political Science from the University of Richmond shaped my analytical and problem-solving approach, which I now apply to navigating the complexities of the financial services industry. While in Virginia, I spent time working as an aide to a Virginia state representative before returning to Sarasota. Prior to joining SRQ Wealth in 2014, I also interned for a local law firm in Sarasota.
Beyond SRQ Wealth, I’ve been actively engaged in the Sarasota-Bradenton community, previously serving on the board of the Sarasota Jazz Club and participating in Sarasota Toastmasters, where I earned recognition in public speaking. My wife Katie is a curriculum admin specialist with the Manatee County school system. Together, we enjoy traveling, music, home projects, and supporting the Bradenton Village of the Arts, as well as spending time at home with our English lab, Blue. You may see Blue around the office on your next visit!