How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I 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. I feel a commitment to my community.
Meet Us
Matthew Taylor, SE-AWMA®
Wealth Strategist
Licenses and Professional Certifications Series 7 - held through LPL Financial Series 66 - held through LPL Financial Life, accident & health insurance
Sandy Travis, CFP®, ChFC®, AIF®, AAMS®, CPFA®
Senior Wealth Advisor
630-577-4507
Licenses and Professional Certifications Series 7 - held through LPL Financial Series 63 - held through LPL Financial Series 65 - held through LPL Financial Life, accident & health insurance Accredited Asset Management Specialist™...