Taylor P. Pagliaro is the Assistant Funding Coordinator for the firm. She is originally from Platteville, Wisconsin, and is a graduate from the University of Wisconsin-Stout, where she received a Bachelor of Science degree in Human Development and Family Studies, with a minor in education, receiving the Chancellor’s Academic Award all four years. Taylor joined the firm in 2016, and in her current role directly assists in the estate and business planning practices of the firm, with an emphasis on the firm’s funding department lead by Erika Wiskes. Taylor is highly involved with the client experience throughout the process in these practice areas, coordinating firm and client communications regarding the coordination of assets, including real estate, life insurance and retirement accounts, and other funding-related matters. In assisting in our firm’s funding process, Taylor ensures an efficient process and enthusiastically helps our clients during this process by taking their calls, responding to emails and other related correspondence with each client’s trusted advisers and financial institutions, and preparing funding documents for clients, including instructional letters, forms, spreadsheets, deeds and ancillary real estate documents. She also assists our clients on additional funding matters after our initial estate planning engagement and assists them in coordinating real estate, beneficiary forms and annual review meetings to review additional and separate funding-related matters.
In her free time, Taylor enjoys being outdoors where she can be found playing sand volleyball, hiking, camping, or boating. She also loves to travel, go sight seeing, and most of all, enjoys spending time with her family and friends.