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Taylor Lotze

Taylor Lotze

Service Specialist

  • Associates Degree from KCTCS
  • Account management and customer service experience
  • Pursuing Series 7 & 66 with LPL Financial

Taylor joined our team in 2015 as a Client Service Specialist.  She works directly with Greg Smith and the Woods Team in building their client relationships and providing assistance with their client service needs.­­­

When Taylor isn’t working, she is likely spending time outdoors, or watching a ball game.  She grew up an avid University of Kentucky fan, but enjoys watching any type of basketball or football game.  Being raised a “Lake Girl,” she is most at home on a boat, kayaking, tubing, or just floating on a raft.  Taylor volunteers time working with Second Chances Wildlife Center to feed the animal lover inside her as she currently doesn’t have any pets of her own. 

 

Getting to know Taylor

Favorite food: Steak

Favorite quote:  "The quality, not the longevity, of one's life is what is important."   Martin Luther King, Jr.

Best piece of financial advice received: Budget. Budgeting your money, no matter how much or how little you have, is one of the most important skills you can learn.

Favorite holiday: Thanksgiving

Favorite movie: The Lion King

Hidden talent: Water Tubing. I’m almost impossible to throw off a tube…just ask Mark!

If Taylor could meet anyone, past or present, it would be: Martin Luther King, Jr.

What motivates Taylor: A challenge!

Place Taylor would most like to visit: Africa

Something on Taylor’s bucket list: African Safari

Biggest Accomplishment: I strive to focus on what I can accomplish next and not what I have already accomplished.   “If what you have done yesterday still looks big to you, you haven't done much today.” ― Mikhail Gorbachev