Sally Taylor is the Chief Operations Officer of Cardinal Point. Prior to joining Cardinal Point, Sally was the Chief Executive Officer of KeatsConnelly, and before that, she had a progressive career spanning most facets of financial services for client families, as well as the management and leadership of a multitude of financial service teams. She began her career in the early 1990’s serving with 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 in 2007, she served as Director of Financial Planning, assisting 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, coach, and leader with decades of experience as a business leader and as an advisor for client families, she has an in-depth understanding of the needs of her clients and their families.
Sally was appointed by Governor Brewer in 2013 to the Arizona College Savings Plan Oversight Committee and currently serves on the Committee, as well as other 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 passionate about empowering and enabling opportunities for women and girls. She and her husband reside in Mesa, Arizona and enjoy bowling, traveling, reading, and spending time with friends and family.
Sally holds a Bachelor of Arts Degree from John Carroll University and a Masters Degree in Financial Planning from the College for Financial Planning. She is a Certified Public Accountant, a Personal Financial Specialist, and a Certified Financial PlannerTM.