Taylor & Padgett Wealth and Legacy Strategies, offers clients The Family Wealth & Legacy Enhancement Process which integrates financial and personal wealth in the present, future and past

 

Charlie Taylor, is the now-retired founder who worked with long-time partner and current owner, Jodi Padgett CFP. She brought in Joseph Glomski, the firm's junior advisor. Bree Perea, a registered assistant who helps clients service their accounts. Sarah Reed and Kendra Nightingale, service administrators, and receptionists, are the lamppost and window to the Prescott office they'll set appointments, answer your questions about statements, and welcome you when you come into the office. Jodi, a Certified Financial Planner, has worked in financial planning for over 40 years, specializing in asset management, estate planning, securities, retirement planning, charitable giving, and much more.