By striving to harness the power of impactful investments, Taylor helps his clients align their investments and financial plans with their values and causes.
Taylor has more than 20 years of experience as a financial advisor. In that time, he’s become adept in helping families navigate through challenging transitional periods. Whether it is helping empower his client to make well-informed decisions during a divorce or supporting a family through a loved one’s death emotionally and financially, Taylor’s philosophy is to always go one step further.
Prior to his tenure with Enso Wealth Management (now part of the Choreo family), he originally founded his own firm in 2003 and then merged with Enso Wealth in 2017. Prior to Enso, he served as an investment advisor/registered representative with PaineWebber and UBS.
Taylor splits his time between the Bay area and Oregon, where he lives. He is an avid outdoor sports enthusiast and loves being on two wheels, the cycling kind.