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Taylor Chapman

Executive Assistant

Work hard to know what you don't know.

Taylor Chapman works with Delegate Solutions, a strategic partner for Flourish Wealth Management, as an Executive Assistant for Kathy Longo. She supports Kathy with strategic projects and initiatives for Flourish.

Taylor Chapman is adept at juggling multiple projects simultaneously, thanks to their previous role. Client-focused, timeline-oriented, and efficient, Taylor excels at creating organization for clients and is skilled at capturing details and tracking the status and expectations of tasks to completion. With extensive experience in communication across teams, Taylor is a team player who enjoys finding new ways to ensure their clients’ days run smoothly.

PERSONALITY

Energetic and warm, I excel in environments where I can help others in practical ways while leading by example. I am hardworking and realistic, and tend to focus on facts to get down to the nitty-gritty. Being extremely attentive to details, I observe others’ needs and find satisfaction in organizing a plan to  meet those needs.

FAVORITE ACTIVITIES

I love being active with Crossfit. I also do Spartan Races when they are in town. I enjoy football season and cheering on the KC Chiefs.

Meet the Rest of Our Team

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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