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Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

Verlin Taylor

Verlin Taylor, M.B.A., C.V.A.



Verlin is a Fractional CFO who leverages his prior banking and financial service skills to budget and manage cash flow, track KPIs in dashboards, handle risk management and the treasury function. His services cater to physicians, the construction and retail industry. Verlin supports businesses in growth mode who need assistance minimizing expenses while maximizing net profits. Periodically, Verlin is retained by attorneys to serve as an expert witness to calculate lost profits for insurance defense cases and commercial lost profits. In the 2nd quarter of 2019, Verlin’s expert report was used to settle a subrogated claim resulting in a savings of over 1.5 million.

Corporate experience

Most of Verlin’s prior experience was with Fortune 500 companies. He worked for Bank of America and CitiGroup between 2007 and 2017. Verlin was promoted to VP for exceptional work in the Analytics and Finance departments. He was tasked with minimizing expenses by managing capacity plans for the retail bank, litigation support and credit card teams. He helped grow revenue by analyzing trends and presenting his findings on weekly and monthly strategic planning calls. On one project, he leveraged analytics to build a dashboard to monitor and improve the work performance of teams in remote offices throughout the U.S.

Continued education and licenses

Verlin continues to stay abreast of changes in the financial management, insurance and technology space. He attends conferences on an annual basis. He presents at business symposiums and workshops to individuals and business owners. From trends in the CFO space, artificial intelligence (AI), estate planning, revenue cycle management and cyber security, Verlin continues to learn critical information to protect and add value to his client’s enterprises. He holds licenses to sell annuities, life insurance, property and liability insurance.

Community service

Verlin holds a leadership position in his masonic lodge. Capstone Lodge # 658 serves the Cedar Hill community which is part of southwest Dallas. This lodge sponsors schools, feeds the city’s first responders, provide for children during the holidays, visit nursing home centers and provide support for the Cedar Hill Food Pantry.

Personal life

Married and a father of two children. Resides and offices in the downtown Dallas area. Verlin enjoys working out, playing golf and racquetball.