Taylor Nguyen

Director of Client Experience

Taylor Nguyen is a financial advocate and client success specialist, driven by a deep commitment to turning vulnerability into strength during life's toughest chapters. Raised in Seattle, Washington, Taylor grew up watching her parents navigate the emotional and financial strains of a family separation in the early 2000s, an experience that instilled a profound empathy for those facing similar uncertainties. This personal connection fueled Taylor's early career, where she began as a support coordinator at a San Francisco family advisory center in 2012, helping individuals through initial consultations by creating welcoming intake processes that felt more like a conversation than a transaction.

Over the next five years, Taylor advanced to a senior role at the center, where she refined their approach to client journeys, incorporating gentle check-ins and resource mapping to ease the strain of divorce planning. Her efforts led to a 95% satisfaction rate among clients, many of whom credited the supportive onboarding with helping them embrace their next steps with renewed hope. In the following three years, Taylor worked at a national nonprofit focused on financial wellness, supporting over 200 families in marital transitions by tailoring sessions to each unique case, ensuring every interaction built trust and clarity.

This brought Taylor to myDFIpro in 2022 as Director of Client Experience, where she oversees client experience and ultimate success of clients. From personalized welcomes to ongoing touchpoints that integrate tax guidance and forensic insights, Taylor places equal value on emotional well-being alongside financial security.

Taylor Nguyen

Director of Client Experience

Taylor Nguyen is a financial advocate and client success specialist, driven by a deep commitment to turning vulnerability into strength during life's toughest chapters. Raised in Seattle, Washington, Taylor grew up watching her parents navigate the emotional and financial strains of a family separation in the early 2000s, an experience that instilled a profound empathy for those facing similar uncertainties. This personal connection fueled Taylor's early career, where she began as a support coordinator at a San Francisco family advisory center in 2012, helping individuals through initial consultations by creating welcoming intake processes that felt more like a conversation than a transaction.

Over the next five years, Taylor advanced to a senior role at the center, where she refined their approach to client journeys, incorporating gentle check-ins and resource mapping to ease the strain of divorce planning. Her efforts led to a 95% satisfaction rate among clients, many of whom credited the supportive onboarding with helping them embrace their next steps with renewed hope. In the following three years, Taylor worked at a national nonprofit focused on financial wellness, supporting over 200 families in marital transitions by tailoring sessions to each unique case, ensuring every interaction built trust and clarity.

This brought Taylor to myDFIpro in 2022 as Director of Client Experience, where she oversees client experience and ultimate success of clients. From personalized welcomes to ongoing touchpoints that integrate tax guidance and forensic insights, Taylor places equal value on emotional well-being alongside financial security.

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myDFIpro

© Copyright 2025 myDFIpro

CONTACT US RIGHT NOW!

Ready to Get Started?

Contact us for expert assistance.

myDFIpro

© Copyright 2025 myDFIpro

CONTACT US RIGHT NOW!

Ready to Get Started?

Contact us for expert assistance.

WHAT THEY TOLD ABOUT US

Testimonials