Taylor Dance

Taylor Dance, PPC™, CPFA, is an accomplished financial professional with extensive experience in retirement planning and risk management. As a Partner - Consultant at GBS Benefits, Inc. since August 2017, Taylor oversees the growth of GBS Retire, manages teams supporting retirement clients, and fosters new client relationships. Prior experience includes serving as the Director of Retirement Plan Services at Presidio Wealth Management, where Taylor managed client communications, presented workshops, and organized enrollment initiatives. Earlier roles at United Insurance Group and Auto-Owners Insurance as Field Risk Manager and Risk Advisor involved negotiation of financial settlements, risk assessment, and policy evaluations. Taylor's career began as a Financial Consultant at Northwestern Mutual, focusing on insurance and investment strategies. Taylor holds a Bachelor of Science in Finance from Utah State University.