Taylor joined the WFG team as a Client Services Associate in February 2022. Her title is now an Executive Assistant in which she helps with answering phones, account opening, account maintenance, money transfers, submitting trades, and many other misc tasks.

 

Prior to coming to WFG, Taylor worked as a legal assistant for five years at a real estate law firm. She took a leap of faith and switched career paths to be a staff accountant for 5 years with a focus on handling accounts payable duties for 8 different Charter Schools in Minnesota. Taylor took another leap of faith and decided to join us!

Born and raised in Minnesota, Taylor graduated from Lakeville South High School then ventured
north to obtain degrees in Accounting and Paralegal Studies at Lake Superior College.

Taylor currently resides in Rosemount with her two boys, Mason (6) and Max (3). When she is not
working, Taylor enjoys spending time with family and friends, bowling, and playing softball.

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