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Brittany Taylor, JD, MS, CFP®

  • Brings a multidisciplinary perspective to The Capital Chart Room LTD® team with her JD degree and prior experience working for an estate planning law firm.
  • Assists in the execution of the firm’s trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
  • Helps our clients accomplish their unique personal portfolio investment objectives through the firm’s integrated investment planning process.
  • Assists in the planning process through preparation of the Family Desk Reference®.
  • Graduate of Texas Tech University School of Law with a Doctor of Jurisprudence. Graduate of Texas Tech University with a Master of Science in Personal Financial Planning. Graduate of West Texas A&M University with a Bachelor of Business.
  •  Certified Financial Planner™
  • Member of the Fort Worth Business & Estate, Tax and Estate Planning, and Women Attorneys Sections of the Tarrant County Bar Association.