Taylor Cole, CFP®, 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 protection of client data and financial planning systems.
He also works directly in the financial planning process, developing and structuring financial plans and supporting advisors in creating strategies for retirement, investments, risk management, and long-term financial goals.
Taylor is a CERTIFIED FINANCIAL PLANNER® professional and 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 bachelor's degree in Political Science from Pittsburg State University.
His background spanning financial planning, technology, and information security allows him to bring a multidisciplinary perspective to both client planning and the systems that support it. Having also lived and worked internationally, Taylor brings a broad perspective to his work.
Taylor is affiliated with the Olathe office.