Financial Advisor
Holistic Planning
Combining investment management and tax planning to help clients build and preserve long-term wealth.
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. He holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist designation awarded by the College for Financial Planning. Taylor is a graduate of Texas A&M University, holding a Bachelor of Science in Mechanical Engineering. 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.
Experience
11 years
Firm Size
medium
Firm
Holistic Planning
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Profile last updated: 03/04/2026
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