Taylor Financial Group, Inc.

Cassandra Martin is a financial advisor at Taylor Financial Group, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Capitol Family Office, and Northwestern Mutual Investment Services LLC. In addition to her advisory role, she is an independent licensed insurance agent specializing in life, accident, health, and variable life/annuity products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in assets and employs a combination of fundamental, technical, and cyclical analysis, offering access to institutional-level mutual funds and a wrap fee program that integrates management and transaction costs.

John Taylor is a CFP® with 33 years of experience in financial advising and is the principal of Taylor Financial Group, Inc. in Roanoke, VA, where he has worked since 1992. He is also an independent insurance agent specializing in fixed insurance products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in assets and uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles, including ETFs, mutual funds, and individual securities.

Jay Arce is a CFP® professional with nine years of industry experience, currently working at Taylor Financial Group, Inc. since 2018. His prior roles include positions at Sonder Financial Advisors, H&R Block, Uber, and Compass Financial Group, Inc. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in client assets and employs a combination of fundamental, technical, and cyclical analysis in its investment approach, offering both ongoing management and written annual planning engagements.

Marvin Taylor is a CFP® with 38 years of experience and has been with Taylor Financial Group, Inc. since 1986. He is based in Roanoke, VA, and also works as an independent insurance agent selling fixed insurance products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in client assets and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.