Broker Check
M. Heather Taylor

M. Heather Taylor

Vice President / Financial Paraplanner Qualified Professionalâ„¢

Heather's diverse background compliments her many roles at TFR. Heather is TFR's Vice President keeping our organization on track with strategic planning, goal setting, and managing day-to-day operations. She also provides client concierge and coordination of TFR's Wealth Management System (WM60). With over 15 years of management experience Heather fully understands and is dedicated to providing our clients with an unparalleled client experience/service. From the initial presentation, gathering and implementation, to financial plan completion and future updates, Heather works with TFR's clientele to ensure the client receives a comprehensive and coordinated wealth management platform.

Heather's background of management, accounting and banking provides a wealth of usable knowledge.

Prior to joining Texas Financial Resources, Heather served as the business manager for a local church.

Heather brings positive energy and an upbeat outlook to any task or activity in which she's involved.

"The only way of finding the limits of the possible is going beyond them to the impossible."

Arthur C. Clark