History

A Shared Vision, A Lasting Impact

What began as a simple opportunity over four decades ago, grew into a lifelong professional partnership built on trust and shared vision. Charlie Taylor, one of the original pioneers in the Arizona financial planning community, first hired Jodi for what was meant to be a part-time, temporary position. What started as a short-term role, quickly evolved into a defining partnership, one that would shape the future of the firm and the lives of those they serve. 

Through the years, their united and genuine collaboration shaped the foundation of the company we know today, Taylor & Padgett Wealth and Legacy Strategies - an enduring firm rooted in people and the power of purpose- driven advice. Today, Charlie enjoys a well-earned retirement and continues to be a strong and trusted friend and mentor.

Compassion, Collaboration, and Purpose

Jodi leads the firm as CEO and Certified Financial Planner, caring forward a legacy of care, wisdom, and integrity. With a philanthropic spirit that has guided her for decades, Jodi invests deeply in her community, offering her time, care, and leadership in ways that reflect her desire to make a lasting and meaningful difference. 

Her leadership embodies the belief that great companies are built through compassion, collaboration, and purpose. With the same heart and determination that shaped her early years, Jodi continues to uplift others and strengthen the community she serves.  With an unwavering belief in people, she transforms financial wisdom into meaningful impact, helping others live with confidence, generosity and purpose.