As a CERTIFIED FINANCIAL PLANNER™ professional, I believe it's important to invest my time understanding my clients' goals and priorities before investing their money. I look to partner with individuals and families who are serious about reaching their long-term financial goals. Using an established process, I help clients build customized financial strategies. Once a plan is in place, I maintain regular contact with my clients to address any needs or changes in their situations.
I joined Edward Jones in 2013 and my Sr. Administrator, Tiffany Daniels, joined me shortly after in 2014.
To better meet the needs of my clients, I've earned my CFP® certification, AAMS™ certification, and CRPC™ certification. I graduated in 2010 from the University of Rio Grande with bachelor's degrees in both business management and marketing, and from American Intercontinental University with an MBA in 2013.
I am proud to serve a wide variety of clients in multiple states, and I especially enjoy helping those transitioning into retirement, business owners, those seeking generational wealth transfer and those who need tax management strategies. To benefit my clients, I regularly collaborate with CPAs, attorneys and other trusted professionals.
At Edward Jones, I volunteer by helping to lead around 50 offices across four states. Outside of Edward Jones, I volunteer my time with Jackson Rotary Club and as a Trustee of Rio Grande Community College. I am a past adjunct professor at the University of Rio Grande where I taught Principals of Investing.
In my personal life, I have a 10-year-old son and too many pets. I have spent the last several years restoring an 1870's home, and I enjoy antique furniture restoration as well. I enjoy playing the guitar and piano, although I'm far from proficient at either. I love to crochet, and I'm an avid football fan.
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Military Professionals & Veterans
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Animal Rescue
Mailing AddressP O Box 115
Jackson, OH 45640
Phone NumberTaylor Q Rose at (740) 286-9078
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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