About Us

 

 

Charlie Taylor

 

Licensing Qualifications:

Securities registrations: Series 7, 24, 51, 63, 65 

Insurance License: Life, Health & Variable

Life Qualifications:

The summer of 1964 saw Charlie's college graduation and marriage. In 1966 Uncle Sam came calling.

Charlie served as a U.S. Army Infantry Officer in Viet Nam in 1967 and 1968. The opportunity and responsibility to lead men in combat was a defining period in his life. During his time in Viet Nam, he was decorated for valor twice and wounded twice.

Upon his return to civilian life, he embarked on his career in financial services in January of 1969.

One of Charlie's joys is helping clients explore their dreams and legacy. It was from these exercises that he and Taylor & Padgett created their motto: Wealth and Legacy strategies.

It has been Charlie's privilege to give back to his community by serving on numerous boards, including Southwestern College, Prescott College and Adult Care Services. At Taylor & Padgett, one of our passions is charitable giving; putting action to vision. Charlie served 15 years as the chair of a charitable foundation.

Charlie and his wife, Diana, delight in living on their "farm" in Skull Valley. Activities Charlie enjoys are hunting, fishing, travel and gardening. 

 

JODI O. PADGETT graduated from Prescott High School in 1980.

 

 

Educational Qualifications:
Yavapai College, Business Administration,1984
College of Financial Planning, Certified Financial Planner (CFP), 1988
University of Phoenix, BA of Business, 2003
College of Financial Planning, MS Financial Planning, 2006

 

Licensing Registrations:
Securities registrations: Series 7 & 63
Royal Alliance Associates, Inc., Registered Representative
Insurance License: Life, Health & Variable

Life Qualifications:
Jodi joined Charlie Taylor’s office in 1983 as an assistant, and fell in love with the industry. While the financial planning industry has evolved immensely since then, Jodi found the continued education challenging and rewarding. She takes the motto of Taylor & Padgett Financial Group to heart – by striving to partner with people who want to make wise decisions about money and who endeavor to leave a legacy – both personal and financial. This is probably why Jodi sometimes refers to herself as a “philanthropist in progress”.

She is very involved in the community. Some of her passions include: advisory board member of Yavapai County Community Foundation, sits on the Investment Committee of the Arizona Community Foundation since 2004, Governing Board Member of the Arizona Community Foundation, and Board Member of the Highlands Center for Natural History. In November of 2010, she was awarded the Philanthropist Leadership Award of Yavapai County. 

Jodi is a breast cancer survivor, and has participated in the 3-day 60 mile walk for the last 7years, and plans to continue to do the walk until they find a cure.

For the personal stuff…She has a fabulous son, Jake and is blessed to live in the small community of Skull Valley, Arizona. Her hobbies include work (she hasn’t figured out that work is not a hobby!), she loves all that goes into the world of growing wine grapes, and is a partner in Painted Lady Vineyard. She also loves to read and is a member of a small Book Club.  

 

 

John L. Farmer

Education Qualifications:

Prescott College -M.A. Education

Licensing Qualifications:

Series 7

Series 66

Arizona Life, Accident, & Health

Life Qualifications:

John was born and raised in Shreveport, Louisiana.  He moved to Arizona to attend college in 1988, fell in love with the Southwest and decided to stay.  He received his bachelor’s degree in 1992 and went on to receive his Masters in Education.  John has worked as a dedicated educator for over twenty years.  His love of teaching, academics, and research eventually attracted him to the financial services industry.  He utilizes a prudent, strategic investment approach that is based on over eight decades of academic research and Nobel-Prize Winning economic research.  His simple, straightforward approach attempts to increase returns, minimize risks, shrink costs, and decrease taxes.  John believes in helping each person become confident in assessing his or her financial circumstances and goals.  He is able to provide clear, easily understood explanations of financial products and services.  He currently holds both a series 7 and 66 securities registrations, and is licensed in the state of Arizona as a Life, Health, and Variable Insurance Producer.   He is also a registered representative of Royal Alliance Associates, Inc. a licensed broker/dealer.  When he is not in the office he enjoys fishing, mountain biking, skiing, adventuring, cooking, and good conversation.