Taylor Reese

New Business Specialist

Taylor is responsible for processing all paperwork for our clients. He works closely with the advisor team to ensure the efficient setup and implementation of clients' plans. He is also in charge of ensuring that all of our computers have the appropriate software and privacy protection in place. He also helps everyone in the office with their technology questions.

Taylor graduated from the University of Texas at Dallas. He spends his spare time hanging out with his cat Artemis and playing video games.