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Our Spotlight this week shines on Taylor Rowell who rocks as an Executive Assistant at WD Wealth. Taylor is complicated. She is wickedly organized, an expert at multitasking. This side of her shows in how she finesses client calls, managing calendars and generally keeps everyone on her team on track. The complicated part is that she is the picture of composure. She does all this without breaking a sweat. 

Taylor,  you recently moved to Colorado, but I understand that you have lived in quite a few places. Please tell us about the journey that brought you here. 

I grew up in Alton, IL and attended high school there. We lived in Alton until I was 17 and my father’s job moved us to Phoenix, AZ. I attended Arizona State my first year. Then I met my husband, Mark. He joined the military shortly after, so I finished my studies online because the military moved us around a lot.  

When I first started working for WD Wealth, I worked remotely from Arizona. We moved to Parker, Colorado in March of 2023. So, I am still working remotely, but now living close to the Lone Tree office. 

And, as you went to college, how was it you came to pursue your current path?

I originally thought about pursuing medicine, but early on my father recommended a degree in business. I think it was a good fit and a good choice. It prepared me well for what I am doing now and where I want to go with my career.” 

So how are you liking this life in Colorado? 

Mark and I both  love living in Colorado! We are actually in the process of buying a house here. We love the change of seasons, the many different outdoor activities. In comparison to Phoenix, the weather is much better. We enjoy biking, camping, and hiking with our kids. It is a great place for them to grow up.

So, please amplify the details about what you do at WD Wealth Strategies.

I am one of the two Executive Assistants at WD Wealth. I like to think that Sarah and I are both the glue that holds it all together. My primary attachments are to Michael and his team and I direct and oversee the flow of processes for that team. That entails scheduling and time-managing Michael’s calendar, making travel arrangements, organizing team meetings and minutes, making sure there is good communication about team processes. Additionally, I make sure that clients are receiving prompt responses to emails and calls.

Taylor, can you speak to why you like working at WD Wealth? 

I love the people, I love the energy and the effortless way that everyone makes each person feel included. That’s not an easy culture to maintain when so many of us work remotely. It’s very rare and nice that those of us who are remote seem to know what is going on in all directions. I love how everyone is super positive. It’s so unusual to be able to perform at such a high level and still maintain a healthy work/life balance.

If you had to name your favorite movie what would that be? 

 I would have to say it’s The Princess Bride. It's an old movie that my dad loved. I think I enjoy watching it over and over because when I do, it reminds me of watching it with him when I was a kid.

Do you have an interesting or favorite quote you’d like to share?

 I seem to always go back to the cliche: the world is your oyster. My aunt used to say that to me when I was trying to figure out what I wanted to do with my life, what I wanted to pursue, and how to tackle obstacles.To this day, I still reference it. Focusing on what can be and all the possibilities that are out there brings me calmness and makes me see that it will all be OK.  

What about recommended reading? Is there a favorite book you are reading now? And how do you even find time to read with two little ones in the house? 

Ha! Well, I don’t have much time for actual reading, but I do a lot of audiobooks. Right now I'm listening to a book by Ann Patchett titled Tom Lake. The book is set in Michigan where the mother of three girls is encouraged to share tales about her romance years before with a famous actor at a local theater company called Tom Lake.  It’s really good, it’s a little like a love story. The daughters get to learn about their mother as a teen and to have a different perspective about their lives and futures. 

I am also listening to another one, Happy Place by Emily Henry. It’s kind of a funny Rom-Com. I like it because it lets me escape from all the chaos of daily life. 

Can you share a favorite podcast that you follow that relates to finance? 

I have really been enjoying the Bigger Pockets podcasts. They tend to focus on real estate investing and seem to consistently deliver actionable advice via a variety of inspiring success stories. 


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