Taylor’s passion for financial planning started when she and her husband decided to take a break from their traditional career paths in Seattle to join the Peace Corps. She served for two years in Kyrgyzstan before joining her family-owned financial planning business in Vancouver, Washington. Since then, Taylor has found that she has a passion for serving clients who are ambitious in their career paths and hobbies alike. Most importantly, hearing about her clients’ travel plans and being able to assist them in making them happen is incredibly rewarding. The best challenge that Taylor faces is helping her clients build flexibility into their financial plans. When she is able to oversee and assist her clients execute a sabbatical that they have been dreaming of, this is not only satisfying for the client but her as well. Taylor began her career in consulting and as a project manager at large companies. With this experience, she knows what it is like to make decisions on benefits, to advocate for herself in annual reviews, and to navigate corporate work environments. Taylor brings her prior experience to her sabbatical planning work by adding creativity to the more technical side of financial planning. Mindmaps, roadmaps, and her favorite…. brainstorming with Post-Its are some of her favorite techniques in sabbatical planning because they create active engagement with clients and provide fresh and insightful perspective. Taylor would love to help you in your journey in planning for a break or transition in your current career. Vacations and doing what you love should not be an event that only happens once you retire. Contact Taylor if you would love to know the next steps to living your work and personal life to their fullest.

The most enjoyable part of Kailie’s job is getting an email from her clients as they take off on the trip they’ve been planning together for the past few years. After all the anxiety, excitement, number-crunching, and decluttering, they’re off on their dream adventure with a clear picture of what they want to get out of their time away, and a solid plan for when they return. Whether you’re considering taking advantage of an employer-sponsored sabbatical at the job you love, taking time off before transitioning into a new job or career, or simply looking for a time to re-focus on what’s most important, we are your partner to help you think through the how of your sabbatical planning. Kailie’s passion for the non-traditional career path started when she spent three years living and working in Oaxaca, Mexico before starting a new job. During that time, she got married, ate her weight in tamales and pozole, gained fluency in Spanish, and called a new corner of the world home. Since then, she and her husband have lived in three countries and both coasts of the United States, while still pursuing their individual career paths (and welcoming the unexpected right turns along the way!) If you feel stuck in your daily routine and need a break to reset, reach out so we can talk through the next steps to taking the sabbatical of your dreams.

Emily Hicks is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she partners with high net worth individuals and their families to take a holistic approach to their financial situations, aiming to guide informed decision-making through various financial challenges. Emily has built her career at Fidelity Investments, progressing from Investment Consultant (2015-2018) to Financial Consultant (2018-2022) before assuming her current role. Prior to joining Fidelity, she worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. She holds a California Insurance License.

Mae Judar is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity Investments since 2014, initially serving as a Financial Consultant before advancing to her current role in 2022. In her role, Mae provides personalized financial guidance to help clients build customized strategies centered on their individual goals, values, and aspirations. She assists clients in navigating financial decisions related to retirement planning, wealth growth, and securing their family's future, offering guidance and actionable strategies tailored to each client. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Benjamin Davidson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial plans tailored to their individual goals and priorities. His approach includes addressing key concerns such as funding education, planning for retirement, managing potential health care costs, and supporting long-term family objectives. Benjamin holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Boise State University. He emphasizes simplicity and transparency in the wealth planning process to help clients navigate investment complexities and pursue their financial ambitions effectively.

Eric Schwartz is a Private Wealth Advisor with Merrill Private Wealth Management, where he is a member of the Private Execute Services group. In this role, he concentrates on fixed-income strategies and is responsible for the team's fixed-income trading and manager selection. Eric began his career at Merrill in 2000, bringing prior experience from Southern Company, where he traded electricity and natural gas futures and options, and from Rodman & Renshaw, where he served as an assistant fixed-income trader. Eric holds a Bachelor of Business Administration in Finance from the University of Massachusetts at Amherst, earned in 1993, and a Master of Business Administration in Finance from the Goizueta Business School at Emory University, completed in 1997. He also holds the designation of Personal Investment Advisor (PIA). Residing in Glen Rock, New Jersey, Eric is actively involved in his community through coaching youth sports and participating in his synagogue. His personal interests include basketball, cooking, reading, music, tennis, and spending time with his family.