Taylor is an experienced financial planning associate, joining Concentric Wealth Partners after serving in a similar capacity at another local financial planning firm. Driven by optimism and the golden rule, he takes pride in providing a focused and dedicated client onboarding experience at Concentric Wealth.
As a financial planning associate, his goal is to help steward clients along the pathway of their financial plan to turn complex financial situations into streamlined, simplified strategies.
Taylor has a bachelor’s degree in economics and history from Hampden-Sydney College. When he is not busy serving our clients, you can find Taylor spending time with his wife, Mary, playing endless fetch with their Boykin Spaniel (Aggie), mountain biking, and exploring the craft brewery and restaurant scene with friends and family in RVA.
Taylor is currently enrolled in the CFP® Certification Education – Certified Financial Planner® designation with The American College of Financial Services and plans to earn the CFP® credential in 2022.
License, certifications, and courses completed:
- Series 65 – Uniform Investment Adviser Law Examination
- Series 63 – Uniform Securities Agent State Law Examination
- SIE – Securities Industry Essential Examination
- Series 7 – General Securities Representative Examination
Virginia State Corporation Commission – Producer: Health, Life and Annuities