Our Story
About Us
Two decades of independent advice, built on relationships that last.
Our People
Meet Our Team.
Founder
Jill Taylor
Jill is dedicated to ensuring every client feels heard, supported, and informed throughout their entrepreneurial journey. Jill is an accomplished business owner with extensive experience in business operations, acquisitions, strategic sales, marketing, and advertising. Her diverse expertise combines entrepreneurial vision with operational leadership, business development, and a proven ability to identify opportunities, drive growth, and create long-term value.
Professor of Accounting
Karen Miller, PhD
Karen brings over 30 years of experience in entrepreneurial best practices & financial principles, bookkeeping and long-term investing. She is passionate about helping clients navigate life's major milestones with clarity and confidence.
Financial Strategist
Donna Macri
Donna specializes in comprehensive wealth strategies tailored to each client's unique goals. Her thoughtful approach and deep expertise have earned the trust of families and businesses alike.
Founder and Chief Financial Officer
Erica Mauldin
She focuses on strategic planning, cash flow analysis, debt reduction and financial stability.
Financial Advisor
Team Member
Placeholder bio — this team member's full profile and background will be added here. They bring expertise and dedication to every client relationship at The Wise Foundation.
Financial Advisor
Team Member
Placeholder bio — this team member's full profile and background will be added here. They bring expertise and dedication to every client relationship at The Wise Foundation.
Have questions?
We'd love to hear from you.
Whether you're ready to get started or simply want to learn more about how we work, we welcome the conversation. No pressure, no obligation.