Taylor Cole, MSFP
Director of Technology & Information Security /LPL Registered Administrative Associate
Taylor leads technology and information security at Compass Financial Resources, LLC, overseeing systems architecture, cybersecurity, and the secure management of client data and financial plans.
He also contributes directly to developing and structuring financial plans, supporting advisors in delivering tailored strategies for retirement, investing, and long-term financial goals.
Taylor holds Series 6, 63, and 65 registrations through LPL Financial, Life & Health insurance licenses, and the Certified Information Security Manager (CISM) designation. He earned a Master of Science in Financial Planning from Kansas State University and a Political Science degree from Pittsburg State University.
Having lived and worked internationally, Taylor brings a broad perspective to financial planning and technology solutions.
Taylor is affiliated with the Olathe office.