Taylor is dedicated to empowering individuals to achieve financial confidence, a passion that has driven his career. Beginning as an independent financial advisor in 2012, he earned his life and mutual fund licenses and achieved his CFP®, designation in 2017. In 2020, he joined RGA Financial, enhancing his ability to deliver comprehensive financial plans to his clients.

Taylor specializes in making complex financial topics simple and guiding his clients to make smart decisions for their future. He believes in a holistic approach, considering everything from planning for children and career changes to major purchases and health concerns. Taylor continually seeks to expand his expertise, recently completing his CIM designation to provide advanced investment management services.