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Taylor Dance, PPC™, CPFA

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I am the Managing Director of GBS Retire a leading Retirement Plan Advisory Practice. With over a decade of experience in the financial services industry, I specialize in retirement plan management. Working closely with plan sponsors and individuals, I strive to help my clients pursue their goals and bring their financial plans full circle. I decided to get into the Financial Advisory world after the passing of my father, who was a Financial Advisor. His clients and friends came up to me and my siblings at his funeral and said without the help of your father, and grandfather previously we wouldn't have the financial freedom that we enjoy today. They made a difference for each and everyone of the thousands of clients that they helped over the years and I wanted to make a large impact of my own. As a third generation wealth advisor, I grew up in the world of investments and have a lifelong passion for finance. I am a Professional Plan Consultant™, Certified Health Savings Adviser, Certified Plan Fiduciary Advisor and I received a Bachelor of Science in Finance from Utah State University. I am a board member of the Western Pension & Benefits Council, and currently serve as the President of the Salt Lake City Chapter. In 2018, 2019, 2020, 2021 and 2022 I was named as one of the Top Plan Advisors Under 40 in the country. I was born and raised in Utah. My wife, Kaitlin, and I have two sons, Boston and Beckham and a daughter Audrey. In my spare time, I enjoy mountain biking, golf, movies, and spending time with my family. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through GRP Financial., an SEC-registered investment adviser. GRP Financial and GBS Retire are not affiliated with Triad Advisors. Series 7 and 66 are held through LPL Financial and GRP Financial.

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