Taylor Livesay
Certified Financial Fiduciary®, BPC
Financial Advisor, Infinity Wealth Management
Taylor has over seven years in financial services with a special focus on retirement income planning and tax management. A passionate educator and advisor, he helps clients align their wealth with their values while navigating life’s most crucial financial decisions. Taylor regularly presents at retirement tax planning seminars through the American Financial Education Alliance (AFEA).
Jake Giles
Certified Financial Fiduciary®
Financial Advisor, Infinity Wealth Management
With more than eight years of experience in the financial planning industry, he brings a thoughtful, comprehensive approach to helping clients achieve their goals. He is known for digging into the details and crafting tailored strategies that reflect each client’s unique situation. Jake is an active member of the American Financial Education Alliance (AFEA) and holds his Series 65 securities license.