Get to Know Taylor
Taylor lives in Eagle, Idaho with his wife, Lisa, and 2-year-old son. As a fiduciary financial planner and Enrolled Agent, Taylor advises clients on investment strategy, tax planning, risk management, and legacy considerations. He helps clients preserve and grow wealth with an emphasis on tax efficiency, sustainable income, and long-term alignment with their broader financial objectives. As an Enrolled Agent, he is authorized to prepare tax returns and represent clients before the IRS when needed.
Taylor earned his B.A. in International Relations with an emphasis in Global Financial Management from the University of Southern California and his MBA from the USC Marshall School of Business. He has owned and operated several businesses, including auto repair facilities, a towing company, and government contracting firms. Prior to that, he served four years in the United States Marine Corps and completed three tours in Iraq as part of an infantry unit.
Outside the office, Taylor enjoys an active life with his wife and son. He is an avid outdoorsman, hunter, long-distance runner having participated in races up to 50 miles, and has traveled the world as a scuba diver.
What’s on your bucket list?
To get my wife certified to scuba dive and travel the world together exploring amazing dive destinations
What is your favorite food?
Tri-tip and tri-tip sandwiches (I make my own BBQ rubs and sauces)
Where would you love to travel some day?
Everywhere. I’d love to go back to Africa and spend time in Central and South America
Do you have any hidden talents that people may not know about?
I can wiggle my ears