Our Team

Taylor Manning

My interest in the financial services industry began while I was in college, stemming from some conversations I'd had with my dad.  My father was very successful career wise but over the years had accumulated several different advisors and several different financial products.  In essence, it seemed that he had accrued a financial junk drawer with no plan and no real strategy behind them.  He seemed to have alot of products from various companies that didn't always live up to the expectations. This opened my eyes to an issue that many people face today - I saw a need to help my father and many more clients like my father that have become way to busy and overwhelmed with endless options and noise.  To me, financial planning has never been about accumulating the most assets, it has been about developing options on your money.  I have learned after years of working with clients that no one client is the same.  Every client is unique with different priorities and different goals.  My core job is to understand what the priorities and goals are first, then translate that to a plan that works and becomes the best fit for their needs.  At the end of the day it is my job to serve my clients the best that I can with their best interest in mind.

I am licensed to sell insurance in: TX, OK, OH, NJ and securities in: CA, CO, KS, MS, NJ,OH, OK, TX.

Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic), member FINRA/SIPC. Osaic is separately owned and any other entities and/or marketing names, products or services referenced here are independent of Osaic.This communication is strictly intended for individuals residing in the states of CA, CO, KS, MS, NJ, OH, OK, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Guy Charles

My passion, has always been people.  Growing up in Celina, Texas, I developed a lens through which I run everything in my life, from my Faith, to my family, to my business.  I believe one must do what is right, love people, and work humbly; no matter what.With over twenty years experience in customer relations and small business, my commitment is to provide a personal relationship where my clients feel cared for and heard. My goal is to help one create a path where financial opportunities aren't lost, left to chance or forgotten.  This is  achieved through adequately understanding a clients wants and fears.  I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them.  Through this partnership I am able to recommend products and research-based strategies designed not only to meet their current needs, but more importantly, future ones.If I'm not in the office, you can always find me in boots and jeans, spending time with my beautiful bride and our two daughters ...and more than likely, cooking good food in old cast iron.

I am licensed to sell insurance in TX.