Taylor, CFP®, CEPA
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
Kylee strives to exceed client expectations and grow the Southern Capital brand within the local community through purposeful collaboration.
Amanda, CEPA
Director of Operations & Client Services
Amanda provides invaluable support to the Southern Capital Team through anticipating the needs of our clients and ensuring our back office runs smoothly.
Eli, CFP®
Director of Financial Planning & Investments
Eli leverages his advisory experience and exceptional financial analysis skills to assist our team in providing first-class, holistic wealth management services.