Taylor is the President and Lead Advisor of our office. He thrives on working with clients in all life stages, with his primary focus being clients that are entering retirement and those who are already in retirement. His mission with the select investors is to help develop a confidence about their strategy during an essential time of life.
Taylor holds a degree in finance from Bethel University coupled with a minor in economics. Having started his career with a Fortune 500 company in Minneapolis, Minnesota, he was able to gain first class experience in financial planning. This unique experience gave has allowed for a seamless and successful transition into his current role today.
On a more personal note: Taylor grew up in the Elk River area as the youngest of five siblings. He is married to his beautiful wife Christine and currently reside in the Twin Cities Area.