Taylor believes financial planning should help people feel confident about their future — not overwhelmed by it.

Since entering the financial industry in 2012, Taylor has built his career around helping individuals and families make thoughtful financial decisions with clarity and purpose. Whether clients are preparing for retirement, raising children, navigating career changes, or planning for major life milestones, he works closely with them to create financial strategies that reflect what matters most to them.

Known for his approachable style and ability to simplify complex topics, Taylor focuses on building long-term relationships grounded in trust, transparency, and practical advice. He understands that every client’s situation is unique, and he takes pride in helping people feel more organized, informed, and in control of their financial lives.

Taylor earned his Certified Financial Planner (CFP®) designation in 2017 and joined RGA Financial in 2020 to expand the depth of planning and investment guidance he provides clients. He later completed his Chartered Investment Manager (CIM®) designation to further strengthen his expertise in portfolio management and long-term investment strategy.

As part of the next generation of leadership at RGA Financial, Taylor is committed to continuing the firm’s tradition of personalized, planning-focused advice while helping clients navigate life’s financial decisions with confidence and peace of mind.