ChFC®, CLU®, RICP®, CASL®, CLTC
CEO | Wealth Management Advisor
My Mission centers on catering to the specific financial needs and goals of each client, my team and I provide a personalized process that helps bring a level of comfort and assurance to everyone we work with. Serving as a comprehensive financial planner for clients all over Tampa Bay, I uniquely specialize with construction companies, defense contractors and veteran-owned businesses.
Chief Operating Officer
Angie has been with Taylor Financial since June 2011 and has been working in the financial services industry since 2004. She started her career with Northwestern Mutual and and won numerous awards during her 14 years with the company. In June 2018, Angie and Adam decided to open up their own firm to better serve clients. Angie's primary responsibilities include assisting Adam with the financial planning process and marketing efforts. Angie holds her Florida State insurance license for Life, Health and Long-Term Care and her Series 6 & 63.
In her free time, Angie enjoys spending time with her husband, Jim and their children, Matthew, Thomas, Anthony and Christopher and their chocolate lab Lucy.
Mike and Adam have been working together since 2016. Mike has a background in the hospitality industry and strives to bring the "Services" back into the "Financial Services" field. He proactively seeks ways to anticipate needs and create exceptionally distinctive experiences for clients of Taylor Financial.
Mike is very active in the community and always looking for ways to increase our footprint in the Bay area. He holds his Florida State insurance license for Life, Health and Long-Term Care and his Series 6, 63, & 65. In his free time, he enjoys watching Florida State Football, spending time with his girlfriend, and being a student of the business.