Taylor Ploss

Taylor J. Ploss

Financial Advisor

Taylor works at Fortune Financial in Minnetonka, Minn., a strategic partner of North Star Resource Group.

Taylor J. Ploss

Financial Advisor

Taylor works at Fortune Financial in Minnetonka, Minn., a strategic partner of North Star Resource Group.

About Taylor

Our team is made up of Founding Partner, Jim Quandt; Senior Financial Consultant, Bobby Ebert; Financial Advisor, Alex Morrall, Director of Client Services, Aimee Speier, and Client Services Representative, Lauren Hawn.

Our team believes that preparing our clients to reach their financial goals is our aspiration. We formed a team because of one simple word: complexity. Today we face demographical, geopolitical, technological, and financial complexity. To begin to apply the collective insights and capabilities of those three industries to solve the complex financial needs of our clientele; is the main objective for our team. We believe one individual is simply incapable of knowing all that’s necessary to address these challenges. So our team members have all specialized, to bring you the depth of insight necessary to help address any financial challenge.

At Fortune Financial, our team specializes in risk protection strategies, investment management, and personalized financial planning. We strive to build lasting relationships with our clients, so that when needed, they have a trusted advocate they can rely on.

Qualifications

  • B.S. in Business Finance, University of Kansas – Lawrence, KS
  • B.S. in Strategic Communications, University of Kansas – Lawrence, KS
  • FINRA Series 7 and Series 66 Registered
  • Life and Health Insurance Registered

Personal

  • Enjoys exercising, camping, fishing, boating and golf
  • Lives in Mendota Heights, MN

Team

Jim Quandt, CFP®, AIF®, CLU, ChFC, CLTC
Jim Quandt, CFP®, AIF®, CLU, ChFC, CLTC

Managing Director

Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA
Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA

Senior Financial Consultant

Alex Morrall, AIF<sup>®</sup>, CFP<sup>®</sup>
Alex Morrall, AIF®, CFP®

Financial Advisor

Jessica Hass

Client Services Representative

Aimee Spier

Director of Client Services

Lauren Hawn

Client Services Representative

Office locations

Fortune Financial

10261 Yellow Cir Dr, Hopkins, MN 55343

Get directions

Contact

Get in touch with Taylor:

    Taylor is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.