Taylor Cole joined LFM Wealth Management in August 2020 while finishing her M.S. in Personal Financial Planning from Kansas State University. We came to know Taylor as 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 the education and child care fields but realized her passion for helping families is through teaching financial security. Taylor passed her Certified Financial Planner exam in November 2020 and is now 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.