Tayler joined Circle Financial Planning in September 2020 as an Associate Wealth Coach. A native of northwest Indiana, Tayler graduated from Purdue University with a Bachelor’s Degree in Financial Counseling & Planning and a minor in Management. Tayler relocated to Indianapolis in 2019 and lives on the north side with her dog, Patches. When she’s not helping families achieve their financial dreams, you can find Tayler cheering on the Chicago Bears or exercising.
Driven by a desire to positively influence others, Tayler has been a dependable partner to guide individuals and families through different stages of their financial lives. At Purdue Federal Credit Union, she taught financial literacy to at-risk youth and helped manage loss mitigation cases. In addition, she worked at Charles Schwab in Indianapolis as a Financial Services Professional. There, she gained investment experience while assisting clients, and also obtaining her Series 7 & Series 66 licenses. Tayler is also life-licensed with the Indiana Department of Insurance.
We are excited to have Tayler as part of the Circle team.