Meet Taylor
Taylor got into financial planning for the part that goes beyond the numbers: the chance to build lasting relationships and make a meaningful difference for the people he serves. After gaining experience in investment management, he joined the team in 2026 with a growing interest in comprehensive planning and a desire to keep learning from the people around him.
Taylor earned his bachelor’s degree in Finance from the University of Wisconsin-La Crosse in 2023. Outside of work, he stays active in the gym and outdoors and is always looking for a new challenge. Right now, that means improving his golf game, a pursuit he admits continues to humble him. He values time with family and friends, and his faith continues to shape the way he grows, leads, and serves others.