Our History

It all began in the 1960’s…

Our team can trace its origins back to the 1960's when T. Waller began his financial services career.  He was able to build relationships with families all over the United States, many of whom still work with our practice today.  In 1980, Taylor Waller Jr. began working with his father and they continued build on the foundation that the practice is today. 

Taylor and David Mathews combined their businesses in 1995, and they formed the Waller / Mathews Wealth Management Group of Wells Fargo Advisors. Together, they forged a successful working relationship for more than 30 years. With the desire to ensure that their clients would continue to receive thoughtful and comprehensive investment advice, they added John Taylor to the team in 2011. 

Prior to joining Taylor and David, John traveled the country teaching financial advisors retirement and income planning strategies. John knew his calling was to bring this expertise directly to clients, and his contributions have been invaluable to our families who rely on him as they plan their futures. As Taylor and David approached retirement, the team knew it was critical to find the right teammates to help John carry on the great legacy that had been built.

After an exhaustive search, Will Anderson and Marshall Waller joined the practice in April of 2022. Like John, Will Anderson had spent a good portion of his career coaching financial advisors. Taylor, David and John knew Will would be a natural and he has proven himself to be critical to the success of many of our clients as Taylor and David transitioned to retirement.  After Will, Taylor, David and John had one more slot to fill. 

After much sole searching, and many conversations, Marshall Waller, the third generation of Waller to be part of the practice, agreed to leave a successful commercial real estate career to join our new team. His experience and business acumen rounds out our team’s collective expertise and he has demonstrated immediate value to our clients. With the new team in place, David and Taylor both retired in April 2023. 

The team, now under our new name, The Taylor / Anderson / Waller Financial Group, is comprised of Financial Advisors John, Will, and Marshall, along with Client Associates Stacey Baker and Jamal Akbari.  We are excited to continue the legacy of superior client service that has been in place for over 7 decades.