Taya Pace has been a dedicated professional in the financial planning industry since 2017. With her Series 6 and life and health licenses, Taya brings a wealth of experience and a keen attention to detail to her role. Her responsibilities include preparing financial reviews, providing day-to-day support with RMDs, money transfers, asset rebalancing, and more.

Taya is passionate about client care and takes pride in building genuine relationships with each person she works with. She understands the significant trust clients place in us with their financial futures and approaches this responsibility with utmost seriousness. Her exceptional attention to detail ensures that all client needs are met with precision and care.

Many clients not only appreciate her professional support but also value the personal connections she fosters, considering her a friend as well as a trusted advisor.

Outside of her professional role, Taya is married to her high school sweetheart, Chantry. Together since 2012, they enjoy adventures such as dirt biking, camping, and off-roading with friends. Her favorite destination is Moab, Utah, and her happy place is the mountains and nature. Taya’s passion for the outdoors and her close-knit relationships reflect her warm, approachable demeanor and dedication to both her personal and professional life.