About Choice Financial Services, Inc.

Choice Financial Services was founded in 1993 by R. Lyndon Taylor. David S. Wilson came on board in 1997, and Zach Taylor joined in 2016. Lyndon, David and Zach’s efforts are augmented and enhanced by a phenomenal staff to help ensure our clients experience excellent service from us. We pledge to assist you in every aspect of your financial life, provide you with options, and educate you about your choices.


“We want to make smarter financial choices with you, not for you.”

You Always Have a Choice at Choice Financial

The Choice Financial name represents the firm’s approach. We listen to your goals first, find strategies, then educate you about your various options. We are independent so that we can be completely agnostic in our recommendations. We read the things others don’t read. We provide the options others don’t provide. If there is a creative strategy to achieve your objectives, we will uncover it.


“Education, communication, and teamwork yield smarter financial choices.”

We Believe in Education

We have held dozens of educational seminars at universities to help teach the public about financial matters, from basic budgeting and retirement planning to how to deal with market swings during an election year. We also host HR training events at corporate locations to help empower employees. And we conduct hundreds of one-on-one virtual as well as in-person meetings.

Our Team

R. Lyndon Taylor, RFC, LUTCF

Founder & Financial Consultant

Beth Cole

Client Services, Administrative

David S. Wilson, MBA, CFP®, CLU®

Investment Advisor Representative

Zach Taylor

Para Planner