CEO & Founder
Taylor Kovar, CERTIFIED FINANCIAL PLANNER® , is the CEO and founder of the boutique investment firm 11 Financial, headquartered in Lufkin, Texas. After a successful career as a healthcare technology executive, Taylor joined Merrill Lynch to pursue his interest in investing. Driven by the desire to help clients live more fulfilling lives through investing, philanthropy, and meaningful experiences, Taylor left the Wall Street world and created 11 Financial in 2015.
Through his work in this new endeavor, Taylor has had the opportunity to create or invest in other companies that fulfill his life’s mission of bringing hope to the world. In 2017, Taylor acquired a Texas-based healthcare company providing in-home pediatric care. In four years under 11 Financial, the company saw incredible growth and success.
As the business and his outreach expanded, Taylor began creating free resources for his staff and patient families that covered topics such as financial management, business, investing, relationships, and travel. Working with families—and specifically newlyweds—gave Taylor and his wife, Megan, an intimate view of how different money relationships can affect a marriage. The Kovars became passionate about helping other couples overcome the financial struggles that so often tear relationships apart, and eventually took over the title of The Money Couple, delivering tremendous resources and results to married people of all ages and income levels.
While Taylor wears many hats as a business owner and entrepreneur, his favorite titles are Husband and Dad. Creating an investment firm and growing a home health agency takes a lot of dedication and determination, but work has never unseeded family as Taylor’s top priority. He is married to his high school sweetheart, and the couple is raising three precious kids, instilling in them the same values and concepts that have cultivated so much success in Taylor’s professional life.
Taylor’s passion is to help everyone live a life that’s as fulfilling as the one he is able to lead today. He upholds the standard of treating others the way that he wants to be treated; it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe. Taylor is dedicated to transforming the healthcare and financial industries for future generations.
Chief of Advisors
Claudia Valladares graduated cum laude from Stephen F. Austin State University with a degree in finance. Her education led to a job in banking, where she worked for five years before seeking a career change that would let her do more impactful work and make a difference in people’s lives. That desire to help others combined with a background in finance makes her a perfect fit for 11 Financial.
Newly married with an eight-year-old son, Claudia has firsthand experience creating the work-life balance that so many working mothers struggle to find. Chief of Advisors by day and soccer mom by night, she manages her personal and professional lives with the utmost grace and efficiency, all while working hard to help other women achieve the same success in their professional journeys.
Even with her devotion to work and family, Claudia somehow finds the time to serve at Timbercreek church and as a board member for Junior Achievement. Her passion to help the next generation succeed runs deep, and teaching kids about financial literacy, entrepreneurship, and work readiness allows her to give back to the community in a meaningful, lasting way.
Financial Advisor
Joshua Vinson graduated top of his class from the Albany College of Pharmacy and Health Science. In addition to all his accolades and skills, this education also left more than $160,000 in debt hanging over his head. Over the next several years, while working as a manager and director for numerous companies and paying back his student loans, Joshua developed a passion for financial stewardship and wealth accumulation, which he now passes on to others as an advisor with 11 Financial.
Having lived through his own financial rebirth, Joshua focuses on helping people from all walks of life reclaim their most valuable asset: time. Through passive income generation and steady, smart investing, he guides clients toward building a financial foundation that can last for generations to come, while also freeing up the time needed to enjoy life in the present.
Joshua pairs a healthy financial life with a healthy personal one, spending time golfing, enjoying the beach, serving at his church and traveling. While helping others find lasting wealth, he also hopes his work can help people discover the eternal rewards found in a relationship with the Lord.
DISCLAIMERS
11 Financial (“11 Financial”) is a registered investment adviser located in Lufkin, Texas. 11 Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 11 Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
Accordingly, the publication of 11 Financials’ web site on the Internet should not be construed by any consumer and/or prospective client as 11 Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by 11 Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of 11 Financial, please contact the state securities regulators for those states in which 11 Financial maintains a registration filing.
A copy of 11 Financial’s current written disclosure statement discussing 11 Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from 11 Financial upon written request. 11 Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 11 Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.