Financial Planner, Enrolled Agent, MBA
I help pre and post retirees create tax efficient wealth and income.
As a fiduciary financial planner and Enrolled Agent, Taylor advises clients on investment strategy, tax planning, risk management, and legacy considerations. He helps clients preserve and grow wealth with an emphasis on tax efficiency, sustainable income, and long-term alignment with their broader financial objectives. As an Enrolled Agent, he is authorized to represent clients before the IRS when needed. Taylor earned his B.A. in International Relations with an emphasis in Global Financial Management from the University of Southern California and his MBA from the USC Marshall School of Business. He has owned and operated several businesses, including auto repair facilities, a towing company, and government contracting firms. Prior to that, he served four years in the United States Marine Corps and completed three tours in Iraq as part of an infantry unit. Outside the office, Taylor enjoys an active life with his wife, Lisa, and their son, Spencer. He is an avid outdoorsman, hunter, and long-distance runner, and has traveled the world as a scuba diver.
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Profile last updated: 04/15/2026
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