Taylor Graham, CFP®

Taylor serves as a Private Wealth Manager, working directly with her 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.

With nearly a decade of experience in the financial services industry, Taylor offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Taylor worked as an advisor for an independent investment advisory firm.

Taylor received her Bachelor of Science degree in business administration from the University of Kansas. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Taylor and her husband, Brian, have one son, Mason, and two boxers, Kane and Duke. In her spare time, Taylor enjoys traveling, attending local farmers markets, walking the dogs and spending time with family and friends.