Taylor Cole joined LFM Wealth Management in August 2020 as a part of the CFP mentor program. She is a career changer who first earned her B.A. in Educational Studies and a minor in Mathematics from Emory University. She has over ten years of experience in education and child care fields but realized her passion for helping families through teaching financial security. Therefore, Taylor graduated from Kansas State University with her M.S. in Personal Financial Planning in May 2021 and passed her Certified Financial Planner exam in November 2020. She is currently working on gaining planning experience.
Taylor volunteers in her community through Special Olympics Orange County and has a passion for helping families with special needs. She sees the importance in assisting families, not only with their finances but also in providing for their families when they have passed.