Our reasons for becoming involved in planning for financial security are deeply personal. We repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that with our understanding of wealth management, coupled with our fiduciary focus, we can help our community better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp and use those concepts to pursue their financial objectives.
Jeff Taylor CFP®
Senior Wealth Advisor
A graduate of University of Wisconsin – Stevens Point, Jeff has been in the financial planning industry since October 1997 and with LPL Financial since July 2006. In 2004, Jeff earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® certification marks are only given to those who have completed the required educational process, registered with the Certified Financial Planner Board of Standards, passed a comprehensive 10-hour CFP® Certification Examination, and have a minimum of three year's experience in a financial field. Once appointed, a CFP® professional must meet continuing education requirements and ethical standards in order to maintain the certification.
In addition to the CFP® designation, Jeff hold his Series 7 and Series 66 securities registration through LPL Financial, and Life and Health Insurance licenses.
When sitting down with clients and prospects alike, Jeff likes to take a "big picture" approach. He looks at where you are now as far as retirement planning, retirement income, education planning, or whatever the goal may be. There will then be a discussion of where you would like to be financially in the future. Together, you will come up with a plan to try and make those goals a reality and work together to monitor the plan. He firmly believes that today's preparation determines the success of tomorrow.
In his free time, Jeff likes to spend time with his family, go to baseball games, and take the dog for nice long walks.
Briana Smith CLU® ChFC®
Director of Wealth Management
Briana Smith has been guiding clients through the financial planning process since 2014. She holds the Series 6, 7, 63, & 65 securities registration with LPL Financial along with her Chartered Life Underwriting (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College. A CLU® certification gives advisors in-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management, the necessary knowledge to help clients address their estate planning needs and an understanding of solutions addressing the life insurance underwriting needs of business owners and professionals. Advanced financial planning for every person and every need: that’s the credo of the Chartered Financial Consultant® (ChFC®) designation. The program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. Briana is passionate about building strong relationships with our customers, at the same time, continues to increase her knowledge of wealth management products.
Briana is a graduate of the University of Wisconsin – Madison. She has grown up in the Lake Country area and enjoys many outdoor activities with her family. She is married to Cameron and they have two children.