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About
Over the past sixteen years, Taylor has helped business owners, entrepreneurs, and families clarify their goals and build the financial systems needed to achieve them. His goals-based planning approach integrates personal wealth, business strategy, and long-term value creation, giving clients a clear path through complex decisions. Taylor’s work is rooted in the belief that every client has a unique vision for their future, and his tailored, disciplined approach helps turn that vision into an actionable plan in both their personal finances and their companies.
Taylor is the founder of Southern Capital and Southern Capital Business Consulting, two complementary firms that specialize in serving construction, engineering, and contractor industry business owners across the Southeast. His work spans personal financial planning, investment management, value acceleration, and exit strategy, giving clients a unified approach to both their personal wealth and their businesses. Taylor helps owners understand the true value of their companies, reduce owner dependency, build transferable and scalable operations, and align business strategy with long term personal financial goals. He holds the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations and brings deep experience advising owners through the start up, growth, and exit phases, including the complexities of multi entity and multi stakeholder environments.
Taylor lives in Vero Beach, Florida with his wife, Kylee, and their two children. Together they are active in the local community and support many charities and nonprofits through volunteer involvement and financial giving. When Taylor is not working, he enjoys being outside with his family, whether it is big game archery hunting, hiking in the mountains, golfing, or spending time at the beach. With years of personal athletic training and a lifelong passion for fitness, Taylor brings the same focus and discipline to his personal life that he brings to his work with clients, building systems, routines, and habits that support long-term freedom and performance.