Experience and Education
Taylor builds and maintains client relationships by working as part of a team that provides comprehensive wealth management plans to clients. He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.
Prior to joining Mariner Wealth Advisors, Taylor was an associate wealth advisor at Klevens Capital Management. His responsibilities included investment management and research, tax planning and analysis, retirement feasibility planning, estate plan review and meeting with clients to develop and implement effective planning strategies. Earlier in his career, Taylor held positions at Northwestern Mutual, Ameriprise and a large registered investment advisory firm in Seattle.
Taylor has a bachelor’s degree in law, economics and public policy from the University of Washington.
Away from the office, summertime finds Taylor golfing or taking his dog, Beau, to the dog park, while in the colder months he enjoys reading a good book, watching football and cooking.