TAYLOR THOMPSON, CFP®

As a CERTIFIED FINANCIAL PLANNER^TM and the Director of Wealth Management at Pioneer Wealth Management I've dedicated the entirety of my 21 year professional career to wealth management.  I hold a Bachelor of Science degree from the University of Nebraska, where I graduated with highest honors.  Two favorite and unique experiences I've had throughout my career include being quoted in the Wall Street Journal and having the privilege of dining with Warren Buffett.

Listening to my clients is fundamental to wealth management.  The success of the plan resides first in our ability to communicate.  If my client is not understood completely and accurately then the plan is flawed from the start.  Further, as the economy, regulations, and politics change, strategies and recommendations must also adapt.  Throughout the past twenty years there have been significant market events including the September 11, 2001 terrorist attacks, the financial crisis of 2008 and most recently the COVID-19 global pandemic.  Understanding risk and risk management strategies are an essential element to wealth management. 

I believe that real wealth has less to do with money and more about helping those you care about the most.  Designing and implementing a plan for lifetime income or helping grandchildren pay for college are the byproducts of successful wealth management.  I find tremendous purpose helping clients pursue and achieve their wealth management goals from growing and protecting their assets, to designing a successful income strategy in retirement, and ultimately transferring their wealth to the next generation and philanthropic interests.

Professional Designations:

• CERTIFIED FINANCIAL PLANNER^TM
• Accredited Asset Management Specialist

Professional Licenses:
Principal/Supervisory Registrations

• Series 24 – General Securities Principal authorizes the supervision and management of branch office activities. Registrations currently held with LPL Financial

General Industry/Product Licenses

• Series 7 – General Securities Representative authorizes the sale of all securities products with the exception of commodities and futures. Registrations currently held with LPL Financial.

State Securities Law Registrations

• Series 63 – Uniform Securities Agent State Law authorizes the solicitation of orders for any type of security in a particular state. Registrations currently held with LPL Financial.
• Series 65 – Uniform Investment Advisor Law authorizes to operate as an Investment Advisor Representative in a particular state. Registrations currently held with LPL Financial.

Insurance License

• Life and Health Resident Producer – Authorized the solicitation of life and health insurance in a particular state.

My wife, JoEllen and I have three children: Turner, Benjamin, and Abigail.   The sun, moon, and stars revolve around our family.  When we're not at one of the kids' activities, we have the most fun enjoying the Black Hills, camping with friends, and fishing badly.