Our Team

Marti has a bachelor’s degree in business management with a minor in math and economics from Lipscomb University. She started in the financial services industry in 1981 and joined Taylor Wealth Solutions in November 1982. Marti is responsible for the day to day operations of the firm along with client relationship management and customer service oversight.

William has bachelor’s degrees in aerospace and mechanical engineering with a business minor from the University of Tennessee. He joined Taylor Wealth Solutions in January 2007. William develops wealth solutions for individuals and businesses focusing on investment management, retirement planning and insurance. A particular focus is with physician and professional groups and entrepreneurs.

George has a bachelor’s degree in finance from Auburn University. He started in the financial services industry in 2005 joining Taylor Wealth Solutions in March 2011. George maintains document management, broker/dealer and RIA compliance and other necessary internal controls.

David has a bachelor’s degree in accounting from Lipscomb University. He entered the financial services industry in 1978 and joined Taylor Wealth Solutions in April 2007. David provides wealth management services to individuals and develops investment strategies for individuals and business clients.

Holden graduated cum laude with a bachelor’s degree from Belmont University, where he was a co-captain of the Men’s Basketball Team. In addition, Holden has a law degree from the University of Kentucky, but he does not practice law or advise on legal matters.  Holden joined Raymond James in 2019 to begin his wealth management career and then joined Taylor Wealth Solutions in June 2021. While focusing on his clients’ individual financial objectives, Holden believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that Holden brings to every relationship.

Debi has a bachelor’s degree in accounting from Middle Tennessee State University. She joined Taylor Wealth Solutions in March 1997 to handle the accounting and bookkeeping responsibilities. In addition, Debi works in the day to day operations of our broker dealer.