M. Heather Taylor

Heather Taylor serves as TFR’s Director of Accounting, bringing more than 20 years of experience in banking, accounting, and management to her role. Her diverse background gives her a strong understanding of both the financial and operational needs of advisors and clients, and she is dedicated to delivering an exceptional level of service.

Prior to joining TFR, Heather served as the business manager for a local church, where she further developed her leadership, accounting, and organizational skills. Her experience provides a wealth of practical knowledge that supports TFR’s commitment to accuracy, efficiency, and client care.  Known for her positive energy and upbeat outlook, Heather brings enthusiasm and dedication to every task and activity she takes on.