Taylor is the President and Lead Financial Professional of our office. While Taylor works within every stage of life, he focuses primarily on clients who are near or have already entered retirement. He thrives on developing confidence alongside his clients about their retirement strategy and the many decisions within this important time of life. Taylor excels in the areas of: portfolio management, investment strategy, retirement planning, and insurance and risk mitigation.
Taylor holds a degree in finance from Bethel University with a minor in economics and is a Certified Financial Planner. He gained a first-class experience in Financial Planning having started his career with a Fortune 500 Financial Services company in Minneapolis. In his current role, Taylor leads the team to implement customized financial plans for our clients.
Taylor grew up in Elk River, MN as the youngest of five siblings. He and his beautiful wife Christine, along with their sons Max and Mason, currently reside in the Twin Cities Area.
Delta Capital Advisors is independent of BFC Planning. - Registered Representatives of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Delta Capital Advisors, BFCFS, and BFC Planning, Inc. are independent entities.
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisor before taking any action that may have tax implications.
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