Taylor is a Certified Financial Planner™ at ALTIUS Financial, Inc. Her roles include client meeting preparation, financial and wealth planning analysis, and online engagement. She is structuring client reviews and calls to be more organized, punctual and fun. Through written agendas, updated planning assumptions and encouraging client preparation, Taylor is assuring we are addressing our client’s needs and concerns even more thoroughly.
Her growing experience in our My Empowered Future program makes her an important resource on our team, connecting with clients in meaningful ways to ultimately empower their futures.
As a 2016 graduate from Colorado State University, in their Business Honors program she studied Finance with a focus on Financial Planning. This board-certified Financial Planning Program at CSU made her eligible to sit for the Certified Financial Planner (CFP®) exam, which she passed in March of 2019. Taylor’s prior work experience provided her with client prospecting, financial planning and intense case study experience and skills.
Her passions outside of financial planning include: travel, learning about other cultures, culinary arts, crafts, time with family and friends, hiking, snowboarding, swimming, running, yoga, church involvement, alumni Panhellenic involvement and her sorority’s philanthropic mission. She hiked her first 14er this year and aspires to summit many more in the future. Cooking has been her most consistent passion while growing up and the thrill of creating edible masterpieces continues to be a favorite leisure time activity.