ABOUT US
We make the complex profoundly simple.
Guided
by values
These are the qualities that drive us as a team…
Integrity
Walking the Talk
Relationships
Connections between and among our clients
Service
Serving our clients with quality and value
Excellence
Pursuit of the highest level of performance
Education
Importance on continued learning and growth
Our Team
Meet the people who can help you start planning with purpose.
Nick Taylor
CFP®, ChFC®, BFA™, RICP®, FIC | Owner / Wealth Advisor
As founder of TM3 Wealth, Nick brings passion, intelligence and a light-hearted side to the often-daunting task of financial decision-making.
Patty Keehr
Client Service Specialist
With a true desire to serve people well, Patty’s warm personality makes it easy to interact with her.
VIRTUALLY ANYWHERE
Available to meet by phone or video calls, and licensed in multiple states – so you can work with us from wherever you may live.
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