Jeremy Gaylor CFP®, CLU, CHS, RRC

Executive Financial Consultant

Jeremy is a second-generation financial advisor with a passion for helping business owners and families simplify their financial lives. As the lead of Gaylor Tachauer & Associates, he’s known for solving complex financial challenges and building long-term value for clients. 

He holds several top industry designations, including Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU®), Certified Health & Insurance Specialist (CHS®), and Registered Retirement Consultant (RRC®), and brings a legacy of experience shaped by his family’s business background.

Outside of work, Jeremy enjoys great food, soccer, beach travel, and spending time with his wife Heidi and their Labradoodle, Brodie.


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Andrew Tachauer CLU, CHS, RRC

Associate Consultant

Andrew is a seasoned financial advisor who brings both expertise and a warm, approachable style to every client interaction. Since joining IG in 2008, his global advisory experience has shaped a well-rounded and personalized approach to financial planning.

With his expertise in insurance and retirement planning, Andrew helps protect assets and grow wealth with long-term security in mind. He holds respected industry designations including Chartered Life Underwriter (CLU®), Certified Health & Insurance Specialist (CHS™), and Registered Retirement Consultant (RRC®), and is known for making financial conversations comfortable and easy to understand.

Andrew leads an active lifestyle filled with travel, music, and time on the water fishing. At the heart of it all is his role as a dedicated father to three sons.


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Zena Sora

Wealth Management Assistant

As a CSC® Licensed Assistant, Zena brings in depth knowledge in client service, portfolio administration, and regulatory compliance to the Gaylor Tachauer & Associates team. Known for her precision and reliability, she ensures every client experience is seamless.

In her personal time, Zena enjoys reading, baking, and keeping active with regular walks. Her appreciation for connection and creativity enhances both her personal life and professional contributions.


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Elizabeth Torres

Wealth Management Assistant

Elizabeth is a CSC® Licensed Assistant, contributing analytical strength and a passion for financial reporting to the Gaylor Tachauer & Associates team. Her expertise in data analytics enhances the team’s ability to deliver tailored insights and strategic support to clients.

Elizabeth explores her love of fitness through group classes and enjoys discovering new restaurants, reflecting her enthusiasm for variety and new experiences.


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Jessica Wong

Practice Manager

Jessica supports the Gaylor Tachauer & Associates practice by building strong client relationships and delivering thoughtful, personalized service. With a background in marketing, communications, and event planning, she brings creativity, organization, and a people-first mindset to every interaction. 

Jessica has a strong passion for sports and music, and values spending meaningful time with her family. 


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