Inspired by his father, a financial planner with more than 40 years of experience, Brian Taylor was drawn to follow in his footsteps. His career in the financial services industry began in 2000 and has encompassed a variety of roles, including insurance, mutual funds and asset management. Drawing on his experience, Brian builds customized financial plans for his clients that focus on meeting their financial concerns through all phases of life: accumulation, preservation and distribution.
When working with Brian, clients come first. His goal is to help them preserve wealth and peace of mind.
Outside of the office, Brian likes spending time with his wife, Holly, and three kids, Kobe, Kinzie and Kael. He stays active by golfing and training for triathlons. He is actively involved in his children’s lives, coaching their sports teams and volunteering at their schools.