Jerry Allen Taylor
Founder and President
I'm a fourth-generation Cincinnatian who grew up in Westwood and who graduated from the School for Creative and Performing Arts. After graduating from the University of Cincinnati with a B.S. in Mechanical Engineering Technology I attended the University of Oregon College of Business, earning an MBA degree. Through graduate studies at the Copenhagen Business School in Denmark, solo backpacking in Europe and other travel adventures, I continually seek a larger perspective of the world.
I combine 15 years of business experience in financial services, quantitative analysis ability, and an empathetic easy-going style when working with clients to help them achieve success and efficiency in their financial lives. My background in the arts formed me to work well with individuals, families, and businesses from a diverse set of backgrounds.
In my personal time I enjoy traveling, sailing, hearing live music, kayaking, marathon running, volunteering for several area non-profits, and mentoring to a young adult. For many years I have enjoyed tinkering with classic cars. I live in Bellevue, Kentucky with my wife Connie, where we enjoy our three pets, gardening and outdoor sports together.