Marvin W. Taylor CFP®

Chairman
marvin@taylorfg.com
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. 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®

President
sam@taylorfg.com
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 Investments & Wealth Institute (www.investmentsandwealth.org).  In his spare time, Sam enjoys playing golf and spending time with his nephew, Alex.

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 Investments & Wealth Institute in the USA and worldwide.

Jay S. Arce CFP®

Vice President
jay@taylorfg.com
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.

Cassie Martin

Financial Planner
cassie@taylorfg.com
540-774-7971

Cassie began her career in the financial industry in 2015 and brings more than ten years of experience to the team. She is a graduate of Radford University and is committed to supporting clients as they work toward their financial goals. Outside of work, Cassie enjoys spending time with her dogs, going to concerts, and playing volleyball.

Laura Hebert

Operations Manager
laura@taylorfg.com
540-774-7971

Laura joined the Taylor Financial Group family in August 2024.  She will be our newly designated Operations Manager.  Laura is a graduate of James Madison University and has many years of experience in customer relations and business administration.  

Kerri-Lynne Robertson

Administrative Assistant
kerri-lynne@taylorfg.com
540-774-7971

Kerri-Lynne joined Taylor Financial Group, Inc. in March 2025 as a Part-Time Administrative Assistant.  Kerri-Lynne earned her Associate Degree in Computer Business Administration from Heald College in Roseville, California, and she has many years of experience in administration.

Taylor Financial Group Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. A professional advisor should be consulted before implementing any of the strategies presented.

 

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.

Persons photographed in the brochure are not current or former clients of the firm. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.