Taylor joined Webb Financial Group in 2022, bringing extensive experience in legal, accounting, and financial operations. She plays a key role in supporting both clients and advisors by managing account openings, assisting with account maintenance, processing transfers, and handling a wide range of client service needs with care and efficiency.

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Prior to joining WFG, Taylor spent five years as a legal assistant at a real estate law firm, where she developed strong attention to detail, professionalism, and the ability to manage complex administrative processes. She later transitioned into accounting, serving as a staff accountant for five years and overseeing accounts payable and receivable for eight charter schools throughout Minnesota. This experience further strengthened her financial knowledge and organizational expertise.

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A Minnesota native, Taylor graduated from Lakeville South High School before earning degrees in Accounting and Paralegal Studies from Lake Superior College. She currently lives in Rosemount with her two sons, Mason and Max. Outside the office, Taylor enjoys spending time with family and friends, bowling, playing softball, and supporting her sons in their sports activities. She’s also a passionate Minnesota sports fan — especially when it comes to the Minnesota Timberwolves. Go Wolves!

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Taylor’s Mission Statement

My mission is to help individuals, families, and business owners build a strong financial future through thoughtful guidance, personalized planning, and trusted support. I am committed to helping clients grow and preserve their wealth, prepare confidently for retirement, and create a meaningful legacy for future generations. By providing honest advice and long-term partnership, I strive to give clients peace of mind today while helping them achieve lasting financial security for tomorrow.

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