Taylor Jenkinson

Title: Lead Para-planner

Credentials: B.S. in Financial Counseling and Planning from Purdue University and a Life & Health insurance license.

Favorite Movie or TV Show: Hitch

Favorite Game: Cribbage

My Role: I am often one of the first points-of-contact for our Lafayette, IN office and out-of-state clients. If they have a question or need help with something, I would be the person they come to and if I can’t answer the question, I’ll find someone who can. I sit in on client meetings with their advisor and then help follow up with families afterwards, making sure any additional questions or requests are answered and taken care of.

Best Part of My Job: I really enjoy a challenge. We often work with families who come in with folders or binders full of various statements, legal documents, and other paperwork. I enjoy sitting down and organizing all of their documents and helping make sense of their financial picture so we can see how we can best help them going forward.

Hobbies & Interests: I enjoy playing and watching all kinds of sports. During the summer you can often find me at a park playing sand volleyball, ultimate Frisbee, or throwing a football with my friends and family.

Volunteer & Philanthropy: I am involved in my local church, Vida Springs Church, leading a small group and participating on the Worship Team.

Taylor Jenkinson

Title: Para-planner

Credentials: B.S. in Financial Counseling and Planning from Purdue University and a Life & Health insurance license.

Favorite Movie or TV Show: Hitch

Favorite Game: Cribbage

My Role: I am often one of the first points-of-contact for our Lafayette, IN office and out-of-state clients. If they have a question or need help with something, I would be the person they come to and if I can’t answer the question, I’ll find someone who can. I sit in on client meetings with their advisor and then help follow up with families afterwards, making sure any additional questions or requests are answered and taken care of.

Best Part of My Job: I really enjoy a challenge. We often work with families who come in with folders or binders full of various statements, legal documents, and other paperwork. I enjoy sitting down and organizing all of their documents and helping make sense of their financial picture so we can see how we can best help them going forward.

Hobbies & Interests: I enjoy playing and watching all kinds of sports. During the summer you can often find me at a park playing sand volleyball, ultimate Frisbee, or throwing a football with my friends and family.

Volunteer & Philanthropy: I am involved in my local church, Vida Springs Church, leading a small group and participating on the Worship Team.