Designations and Licenses

Taylor is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Taylor works with a wealth team that provides individuals and families with customized wealth management, including investment recommendations, to help them grow and protect their wealth.

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.