Our Team

Martha (Marti) S. Mason

Chief Executive Officer
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
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.

Chris E. Gardner

Director of Financial Planning
Licenses & Certifications:
Licenses: 7, 63, 24, 53, 65, Life & Health

Chris has been in the investment service business for over 25 years.  He has worked at several firms in the Nashville area, helping retirement plan and individual clients.  The best way to sum up Chris’ advice could be his favorite saying, “Failing to plan is planning to fail.” Chris is a proud Eagle Scout, a veteran of the United States Air Force, and a Lipscomb University alum. Chris’ wife Teresa is nurse at Vanderbilt and their two children, Madelyn and Gigi, both are in Williamson County schools.

George W. Moody

Chief Compliance Officer
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.

David A. Lankford

Vice President, Wealth Management
Financial Advisor
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.

Holden Mobley

Financial Advisor
Licenses & Certifications:
FINRA Securities Registration for SIE, Series 7, & 66
Doctor of Jurisprudence (JD)
Accredited Asset Management Specialist®

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, he has a law degree from the University of Kentucky. After working for an estate planning law firm, Holden joined Raymond James in 2019 to begin his wealth management career. Holden 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.

Ryan Schreiner

Ryan Schreiner

Sales Assistant
Licenses & Certifications:
FINRA Securities Registration for Series 7, 24 & 66

Ryan has a bachelor’s degree in finance and entrepreneurship management from the University of South Carolina. He joined Taylor Wealth Solutions in June, 2020 and works with our individual wealth clients. He also provides sales and asset management assistance to our investment team.

Debi A. Shelton

Sales Assistant
Accounting/Bookkeeping
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.