In 2008, Holli Taylor joined Kellie Basden and they became co-owners of Taylor|Basden & Associates, Financial Group. They believed their previous combined 40 plus years of working in various facets of banking and financial fields would provide the perfect foundation for them to step out and open their own independent firm. Since then, the Firm has grown to over $150 million in asset management and continues to grow.
Holli and Kellie believe in customizing recommendations based on the client's individual circumstances. Listening to each client's needs, wants, and goals is the first step in formulating a plan that can establish a heritage for future generations.
In addition to helping individuals and families navigate their financial journey, Taylor|Basden is a premier provider of 401(k), 403(b), and 457 retirement plan strategies and education. Our approach at Taylor|Basden & Associates is to service the plan sponsor, but also to make each individual participant feel as if they have a financial advisor that can walk them through the different stages of life. Whether the participant is in a stage of growing their portfolio or the distribution stage for retirement income, Taylor/Basden can help them through the journey.
Taylor|Basden & Associates Financial Group is effectively supported by a team of administration and investment product specialists whose teamwork is utilized to strengthen and build long-term relationships and provide excellent customer service.
Holli and Kellie both attended Oklahoma State University, have both been invited to join the Million Dollar Round Table* and have won numerous industry awards.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production