Designations and Licenses

Taylor is a CERTIFIED FINANCIAL PLANNER® professional and is DACFP Certified in Blockchain and Digital Assets.

Experience and Education

Taylor focuses on the needs and objectives of clients by providing personalized wealth management solutions to help them achieve their long-term goals.

Prior to joining Mariner, Taylor worked at Origin as a financial planner. Earlier in his career, he was a financial planning subject matter expert with PlanIQ by TIFIN and a client service advisor with Alliant Wealth Advisors.

Taylor holds a bachelor’s degree in economics and a Master of Science degree in engineering & technology management, both from the Colorado School of Mines.

Personal Interests

Away from the office, Taylor enjoys skiing, lacrosse, improv and tango.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.