Our 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, participant education and customer service oversight.

William G. Taylor, III

Financial Advisor
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.

Jay L. Hollis, Jr.

Business Development
Financial Advisor
(615) 372-1380 (615) 372-1381 Email
Licenses & Certifications:
CHARTERED RETIREMENT PLANS SPECIALIST℠, CRPS®
Professional Plan Consultant™, PPC™
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 7, 66 & 99

Jay has a bachelor’s degree in journalism and public relations from the University of Mississippi. He joined Taylor Wealth Solutions in April 2011 to focus on business development and client relations. Jay assists businesses with retirement plan design, investment management and participant education to maximize the benefits for owners and employees.

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.

Tina M. Bowling

Director of TPA Services
615-372-1360 615-372-1361 Email

Tina has a bachelor’s degree in business administration with minors in accounting, economics and finance from Middle Tennessee State University. She started in the financial services industry in 1982 and joined Taylor Wealth Solutions in April 1985. Tina’s division works with businesses in many industries administering defined contribution and defined benefit plans including compliance, annual IRS filings, participant services and all other necessary TPA functions.

George W. Moody

Chief Compliance Officer
615-372-1356 615-372-1357 Email
Licenses & Certifications:
Licensed Insurance Agent – Life & Health
FINRA Securities Registration for Series 6, 7, 24, 53, 66 & 99

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.

J.D. Stuart

Director of ERISA Plan Compliance
(615) 372-1374 (615) 372-1375 Email
Licenses & Certifications:
FINRA Securities Registration for Series 6 and 63
Juris Doctor (JD)
Licensed to practice law in the State of Tennessee

J.D. has a bachelor’s degree in political science and minors in financial economics and US history from Vanderbilt University. In addition, he has a law degree from the University of Georgia. J.D. joined Taylor Wealth Solutions in November 2013. He helps clients navigate changes in the regulatory environment of the IRS and DOL by drafting plans and amendments and researching upcoming changes.

Frederic A. Palmliden

Investment Strategist
615-372-1364 615-372-1365 Email
Licenses & Certifications:
CFA® charterholder
Chartered Market Technician, CMT
FINRA Securities Registration for Series 7, 66, 86 & 87

Fred has a bachelor’s degree in mathematics with a double minor in business administration and computer science from Union University.  He started in the financial services industry in 2000 and joined Taylor Wealth Solutions in August 2016.  Fred provides market analysis, investment solutions, and portfolio construction guidance.  He also works alongside relationship managers to support client needs.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Allan Phillips

Financial Advisor
615-372-1378 615-372-1379 Email
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER, CFP®
Licensed Insurance Agent - Life & Health
FINRA Securities Registration for Series 7 & 66

Allan has a bachelor’s degree in Communication from Vanderbilt University. He joined Taylor Wealth Solutions in March 2016. Allan helps clients with financial planning, insurance, and wealth management. His particular focus is with physicians and professionals.

Barbara G. Daugherty

Compliance Officer
Sales Assistant
615-372-1350 615-372-1351 Email
Licenses & Certifications:
FINRA Securities Registration for Series 6, 26, 28, 63, 65 & 99

Barbara has a bachelor’s degree in education and a master’s of education in psychology from Middle Tennessee State University. She joined Taylor Wealth Solutions in October 1986. Barbara focuses in the day to day operations of our broker dealer which includes high level personal service, trade execution and compliance.

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.

Randall (Randy) G. Laughlin

Sales Assistant
615-372-1348 615-372-1349 Email
Licenses & Certifications:
FINRA Securities Registration for Series 7 & 66

Randy has a bachelor’s degree in organizational leadership from Bethel University. Prior to joining Taylor Wealth Solutions in September of 2014, he served his country for seven years in the U.S. Army and National Guard. Randy supports the wealth planning team in reporting, investment analysis, and organizational systems.

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.

Kimberly (Kim) D. Picklesimer

Pension Analyst
615-372-1362 615-372-1363 Email

Kim attended Middle Tennessee State University prior to joining Taylor Wealth Solutions in June 1987. She works with businesses in many industries administering defined contribution plans including compliance, annual IRS filings, participant services and all other necessary TPA functions. 

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. Jessica provides administrative support to our retirement plan clients and is a member of our customer service team.

Lauren Ward-Harris

Pension Assistant
615-372-1358 615-372-1359 Email

Lauren is a middle Tennessee native and joined Taylor Wealth Solutions in July 2007. She provides administrative support to our retirement plan clients along with assisting our pension analysts. Her knowledge and use of IT systems help us manage our workflow processes.

Susan (Sue) G. Rubbelke

Distribution Coordinator
615-372-1352 615-372-1353 Email

Sue has a bachelor’s degree in psychology from Brown University and a master’s in business administration from State University of New York at Albany. Sue joined Taylor Wealth Solutions in June 2009 bringing 13 years of experience in the financial services industry. She oversees the distribution process for our retirement plan clients.

Sara S. Clark

Pension Analyst Assistant/Customer Service
615-372-1372 615-372-1373 Email

Sara has a bachelor’s degree in business from Samford University. She joined Taylor Wealth Solutions in August 2012 with eight years of experience in the financial services industry. Sara provides support to our pension analysts and is a member of our customer service team.