Marvin W. Taylor CFP®

President
540-774-7971

Marvin entered the financial services industry in 1967.  He began his career by serving in various management positions with a major financial services firm.  He founded Taylor Financial Group Inc. in 1986 and became a Certified Financial Planner™ in the same year.  Marvin is a member of the Financial Planning Association (www.fpanet.org) and the National Association of Tax Practitioners (www.natptax.org).  When away from the office, Marvin enjoys fly fishing and playing golf.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.

J. Samuel Taylor CFP®, CIMA®

Vice President
540-774-7971

Sam graduated from Roanoke College in 1992 and joined Taylor Financial Group Inc. as a financial planner the same year.  He is a Certified Financial Planner™ and a Certified Investment Management Analyst™.  Sam is a member of the Financial Planning Association (www.fpanet.org) and the Investment Management Consultants Association (www.imca.org).  In his spare time, Sam enjoys playing golf and spending time with his nephew, Alex and niece, Lilly.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.

CIMA® is a registerd certification mark of the Investment Management Consultants Association Inc. in the USA and worldwide.

Jay S. Arce CFP®

Financial Planner
540-774-7971

Jay graduated from Florida Atlantic University in 2006 and entered the financial services industry that same year.  He became a Certified Financial Planner™ in 2012 and joined Taylor Financial Group in 2018.  When away from the office, Jay enjoys trivia, playing soccer, and the great outdoors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.