Taylor Manning
Partner/ Financial Planner
My interest in the financial planning 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.
Taylor and his beautiful wife Kayla of 18 years enjoy raising their 3 energetic kiddos in Prosper. They relish life with their great neighbors and importu cornhole games.
I am licensed to sell insurance in: TX, OK, NJ and securities in: TX, OK, KS, CO, NJ.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.