Branch Profile
Lawrence E. Taylor, CPM®
Director, Financial Advisor
Larry began his career in the financial services industry in 1982 with J.C. Bradford & Company, where he was promoted to Branch Manager in 1987 and became a partner in 1991. His experience has taught him that the core values of...
Steve Boots
Senior Vice President, Financial Advisor
Since starting his career in 1998, Steve has advised clients through two recessions and multiple market corrections. He understands the value of managing risk by finding a balance between protecting and growing accumulated wealth. The...
Rachel L. Dalton
Rachel joined Baird in 2021 as the team’s junior partner, financial planner and business developer. She is currently serving the team as an Associate Financial Advisor. Before starting her financial services career, Rachel worked...
Amy T. Ray
With over two decades of experience in the financial services industry, Amy has been a leading presence for The WillowPointe Group since 1999 and represents our team as the Senior Client Specialist. She is responsible for all areas of...
Amber Underwood Taylor
Amber started her career in the financial industry in 2013 as Steve Boots’ assistant and has grown into a much larger role with The WillowPointe Group. She takes pride in handling our office administration, branch operations,...