Holistic Planning
Taylor Pankratz, CFP®, is a seasoned financial professional with extensive experience in financial advisory roles. Currently serving as Co-Founder of Uptick Partners and President of Holistic Planning since March 2023, Taylor has previously worked as a Financial Advisor at Edward Jones from October 2020 to March 2023, and at Raymond James from 2015 to October 2020. Taylor holds a Bachelor of Science in Mechanical Engineering from Texas A&M University and has pursued further education at the College for Financial Planning, currently earning an Accredited Asset Management Specialist designation.
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Holistic Planning
We’re a Fee-Only RIA committed to going beyond the norm of just investment advice. You need an advocate that understands how each aspect of your financial life affects another and how every decision impacts you and your peace of mind. As you search for the perfect advisor, just know that the level of holistic planning we pursue is uncommon in our industry, and you deserve it.