Our Team

Jerry Taylor has been active in financial advisory and brokerage services since 1986. He holds an MBA from the University of Tulsa where he attended on a football scholarship. Jerry and his wife Sarah enjoy playing golf and tennis as well as spending time with their grandchildren. 

Jordan Taylor has been in the financial industry since 2007. He received his Finance and Entrepreneurship degree from the University of Oklahoma in 2005. In 2018, Jordan was named one of the Top Next Generation Wealth Advisors in the country by Forbes. Jordan is the past President of the Tulsa Southside Rotary. Jordan and his wife Nichole enjoy spending their time outside with their twin girls, Emerson and Ashton.

Kellie Schuttler has been active in the financial advisory industry since 2000, where she started in a role with UBS Financial Services. Kellie acquired her series 7 held through LPL & the series 66 held through LPL & NewEdge. She’s been a valued member of the team for many years. She enjoys spending time with her family. 

Hannah Craver, the daughter of Jerry and sister to Jordan, is the latest addition to the J Taylor team. Her previous experience in Human Resources and Public Relations aids in her superior service in various administrative capacities. Hannah received her Bachelor's degree in Communications from the University of Tulsa where she attended on a soccer scholarship. Hannah has two boys, Elijah and Ezekiel.