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 34 years of experience at Taylor Financial Group, Inc., where he has worked since 1992. He holds Series 63 and Series 65 licenses and is also an independent insurance agent selling fixed insurance products in Roanoke, VA. Taylor Financial Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm sponsors its own wrap fee program, combining fundamental, technical, and cyclical analysis with both long- and short-term strategies, and employs institutional investment vehicles such as Dimensional Fund Advisors mutual funds.

Jay Arce is a CFP® with nine years of industry experience, currently serving at Taylor Financial Group, Inc. since 2018. His prior experience includes work at Sonder Financial Advisors and H&R Block. Taylor Financial Group, Inc. provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios with institutional vehicles and offers a distinctive firm-sponsored wrap fee program that integrates management and transactional costs.

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.