Taylor serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning. Taylor’s approach focuses on a thorough understanding of your circumstances in order to provide a truly customized plan to help create and accomplish your goals.
Prior to joining Creative Planning, Taylor worked as a Senior Advisory Counselor with a national financial services company where he served high-net-worth individuals and families. He was responsible for obtaining and maintaining a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their financial objectives.
Taylor earned a Bachelor of Science degree in Finance from the University of South Florida and a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and holds his Master Planner Advanced Studies℠ designation from the College for Financial Planning.
Taylor and his wife Amy have two young children – Annabelle and Elijah. He enjoys spending time with his family, golfing, and watching sports.
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