Taylor just celebrated her 2nd anniversary with Financial Zen.
She took over all things Schwab-related back in 2023.
If Financial Zen has helped handle your money since then, you have Taylor to thank.
She started part-time and, earlier this year, became our 2nd full-time team member. (It’s a good backstory, but one I can’t share publicly, so ask me the next time you see me.)
Since then, she’s stepped up in more ways than I ever expected.
She’s now in charge of all of our communications.
She’s our front-person for all of our partner relationships (and has added even more valuable partners to our network this year).
She handles everything Pontera-related, including managing your 401k’s.
We have hundreds of balls in the air at any given point, and she makes sure we catch them all.
She’s not just made of “Financial Zen Stuff,” she’s elevated what that means.
Taylor’s been an incredible addition to the team, and I can’t wait to see where the next two years take her!A