Taylor is our Senior Wealth Design Specialist and Vice President of ALTIUS Financial, inc. She is a Certified Financial Planner™, and our newest minority owner in the company. Taylor has worked at ALTIUS for over six years growing her financial planning role, as well as her client relationships. Her client engagement work includes: meeting preparation & implementation, financial and wealth planning analysis & presentation, risk tolerance, and investment allocation discussions. Taylor focuses on gathering information in each of the six areas of financial planning to ensure every client’s whole picture is considered while working to accomplish their financial and wealth management goals.
As a 2016 graduate from Colorado State University, in their Business Honors program, Taylor studied Finance with a focus on Financial Planning. This board-certified Financial Planning Program 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. Outside of financial planning, Taylor’s passions include: culinary arts, travel, crafting, time with family and friends, hiking, snowboarding, swimming, running, yoga, church involvement, and alumni Panhellenic involvement and her sorority’s philanthropic mission.