Laurie Taylor
Relationship Consultant
Why I Go To Work Everyday?
I’m driven by a genuine desire to help people and build meaningful relationships. For me, it’s not just about delivering a service, it’s about creating partnerships rooted in collaboration, education, and care. I value the opportunity to work closely with plan sponsors to assist them with the design and support retirement plans that align with their vision. I enjoy connecting with plan participants to help them understand and strive to benefit from those plans. I believe in empowering others with the knowledge and tools they need to pursue their goals.
How Did I Get Here?
I began my career in financial services as a stockbroker, where the work was often transactional. While that experience was valuable, I wanted something with deeper connection to clients and a greater sense of purpose. I went on to earn a degree in Economics from Indiana University Indianapolis and an MBA from Ball State University, further shaping my goals. Over time, I transitioned into relationship management, specifically in retirement services, where I could build meaningful partnerships with plan sponsors and support their employees through important moments of change and growth.
Why I Care About This Industry?
I’ve seen first-hand the impact that thoughtful retirement planning can have on people at every stage of life. Early in my career, I observed employees who felt overwhelmed and unsure about where to begin. Through guidance and small, consistent steps, they gained greater confidence and a sense of control over how their future can develop. Over time, many individuals approach retirement with confidence because of the foundation they built along the way. Those moments are why I care so deeply about this work. It’s not just about numbers; it’s about helping people works towards living with greater security and possibility.
Who I Really Am . . .
At my core, I’m someone who values faith, family, and connection. I grew up in the Indianapolis area and met my husband of over 30 years while attending college in Texas. Together, we raised four creative and clever children with whom we still enjoy spending time. My faith keeps me grounded, and I’m passionate about giving back, especially through volunteer work supporting mental health initiatives. I also love cooking and creating heart-healthy seasonings, which reflects my belief that caring for others can show up in both big and small ways. In my free time, you’ll find me reading, enjoying sports, listening to music, or relaxing on my patio with a glass of wine, taking in a beautiful sunset.