Insurance Team

Martha (Marti) S. Mason

Chief Executive Officer
615-372-1342 615-372-1343 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 6, 28, 63, 65 & 99

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 G. Taylor, III

Shareholder
615-372-1344 615-372-1345 Email
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER, CFP®
Accredited Investment Fiduciary, AIF®
Chartered Life Underwriter, CLU
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 7, 24, 53, 66 & 99

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.

David A. Lankford

Vice President, Wealth Management
Financial Advisor
615-372-1354 615-372-1355 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 7, 24, 63, 65, 66 & 99

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.

Debi A. Shelton

Sales Assistant
Accounting/Bookkeeping
615-372-1346 615-372-1347 Email
Licenses & Certifications:
FINRA Securities Registration for Series 6, 63 & 99

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.

Theresa J. Lyle

Customer Service
615-372-1382 615-372-1383 Email

Theresa has a bachelor’s degree in merchandising and a minor in business management from the University of Tennessee. She joined Taylor Wealth Solutions in August 1997. Theresa provides administrative support to our wealth management clients and is a member of our customer service team.

Jessica R. Sanfilippo

Customer Service
615-372-1392 615-372-1393 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health

Jessica has a bachelor’s degree in organizational communication and a minor in entrepreneurship from Middle Tennessee State University. She joined Taylor Wealth Solutions in March 2011 and is a member of our customer service team.