Taylor is a Partner and serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Taylor has more than 15 years of diverse experience in the wealth management industry. Prior to joining Creative Planning, Taylor served as a Principal and Client Advisor at an independent investment firm that served high net-worth individuals and families where he was responsible for overseeing and guiding his clients in all areas of their financial lives.
Taylor earned a Bachelor of Science degree in Consumer Science with a concentration in Personal Finance from the University of Wisconsin-Madison. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Certified Divorce Financial Analyst® (CDFA®) professional as designated by the Institute for Divorce Financial Analysts. He is a member of the Financial Planning Association (FPA), and the Northern Virginia Estate Planning Council (NVEPC) where he currently serves on the Programs Committee.
Taylor and his wife, Adrienne, reside in Fairfax Station, VA with their two children – Reese and Everett. When away from the office he enjoys spending time with his family & friends and catching a Washington Capitals, Green Bay Packers, or Wisconsin Badgers game.