Experience and Education

Taylor works with clients to provide personalized wealth management solutions to help them reach their goals. He assists clients with financial planning, tax preparation, investing, reporting and a variety of projects.

Prior to joining Mariner, 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.

Personal Interests

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.