Sally Taylor is the Chief Operating & Financial Officer of Cardinal Point. Prior to joining Cardinal Point, Sally was the Chief Executive Officer of KeatsConnelly, a cross-border US and Canadian financial services firm. Sally had a progressive career providing financial services for client families and including the management and leadership of organizations and various financial service teams. She began her career serving in family offices in Cleveland, Ohio, providing comprehensive wealth management, financial and investment stewardship, and customized financial services for clients and their families. After joining KeatsConnelly, she served as Director of Financial Planning, helping clients with their cross-border and domestic financial affairs including US and Canadian tax planning, estate planning, investment management, and cross-border financial planning. As a strategic thinker with decades of experience as a business leader, she applies her business acumen to guide the success of the business. As an advisor for client families, she has an in-depth understanding of the needs of her clients and their families.
Sally Taylor was appointed by Governor Brewer in 2013 to the Arizona College Savings Plan Oversight Committee. She has served on several non-profit boards and investment committees for professional societies such as the Arizona Society of CPAs and Soroptimist International of Phoenix. She was named one of the Most Influential Women in Arizona in 2017. She is enthusiastic about empowering and enabling opportunities for women and girls. She and her husband live in Scottsdale, Arizona. She enjoys hiking in the desert, bowling, reading, and spending time with friends and family.
Sally holds a Bachelor of Arts Degree from John Carroll University and a Masters of Science in Financial Planning. She is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial PlannerTM.