Who We Are

Image

Taylor Thompson

Client Associate

Taylor, one of our Client Associates, was born and raised in the DFW area. She graduated from the University of North Texas with a Bachelor of Science degree in Development and Family Studies and a minor in Criminal Justice. Prior to joining the GDS team, Taylor spent several years working in operations and has extensive experience in office management and client relations.

Taylor brings a well-rounded understanding of human dynamics and a passion for making a positive impact on individuals and families to her role as a Client Associate. She works closely with our clients and is committed to ensuring that they receive the highest level of service. Taylor is dedicated to building meaningful relationships and helping clients navigate their journeys with care and expertise.

Outside of work, Taylor is an avid reader and traveler. She has a personal collection of more than two hundred books at home and is a firm believer in literature’s power to transport and inspire. Taylor is also a devoted animal lover. She and her husband, Drue, have two beagles, a red Labrador, and a handful of chickens. Be sure to ask Taylor to show you pictures of them!

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Download Our 6-Step Financial Planning Process

Plus, elevate your financial know-how and receive expert financial advice straight to your inbox.

By clicking Sign Up, you're confirming that you agree with our Terms and Conditions.
Thank you for signing up!
Here's your free 6-Step Financial Planning Process
Oops! Something went wrong while submitting the form.
Image
Join our mailing list
Join our newsletter to stay up to date on features and releases.
By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.