Taylor J. Ploss
Senior Client Service Representative: Cal Mckenney
Cal's Phone: (952) 908-2515
Our team is made up of Founding Partner, Jim Quandt; Senior Financial Consultant, Bobby Ebert; Financial Advisor, Alex Morrall; Senior Client Services Representative, Aimee Speier; and Client Services Representative, Lauren Hawn.
Our team believes that preparing our clients to reach their financial goals is our aspiration. We formed a team because of one simple word: complexity. Today we face demographical, geopolitical, technological, and financial complexity. To begin to apply the collective insights and capabilities of those three industries to solve the complex financial needs of our clientele; is the main objective for our team. We believe one individual is simply incapable of knowing all that’s necessary to address these challenges. So our team members have all specialized, to bring you the depth of insight necessary to help address any financial challenge.
At Fortune Financial, our team specializes in risk protection strategies, investment management, and personalized financial planning. We strive to build lasting relationships with our clients, so that when needed, they have a trusted advocate they can rely on.
- B.S. in Business Finance, University of Kansas – Lawrence, KS
- B.S. in Strategic Communications, University of Kansas – Lawrence, KS
- FINRA Series 7 and Series 66 Registered
- Life and Health Insurance Registered
- Enjoys exercising, camping, fishing, boating and golf
- Lives in Mendota Heights, MN
Taylor is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.