Taylor, CFP®, CExP™
Founder & CEO
Taylor founded the company in February 2015 and cultivated our firm's reputation for providing a personalized and engaging customer service experience. He believes that Southern Capital's success is measured by the quality of the relationships it maintains.
Kylee
Director of Marketing & Client Services
Kylee strives to exceed client expectations and grow the Southern Capital brand within the local community through purposeful collaboration.
Shawn
Director of Operations
Shawn's proven track record of building successful long-term client relationships and his strong work ethic make him an integral part of the Southern Capital team.
Amanda, FPQP®
Administrative Assistant
Amanda provides invaluable support to the Southern Capital Team through anticipating the needs of our clients and ensuring our back office runs smoothly.