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Taylor Pankratz, CFP®, is a seasoned financial professional with extensive experience in financial advisory roles. Currently serving as Co-Founder of Uptick Partners and President of Holistic Planning since March 2023, Taylor has previously worked as a Financial Advisor at Edward Jones from October 2020 to March 2023, and at Raymond James from 2015 to October 2020. Taylor holds a Bachelor of Science in Mechanical Engineering from Texas A&M University and has pursued further education at the College for Financial Planning, currently earning an Accredited Asset Management Specialist designation.