As a CERTIFIED FINANCIAL PLANNER™ professional and CPA, Taylor is able to help clients see their whole financial picture. He is a firm believer that a client’s tax, finance, insurance, and estate plan need to work hand in hand.
Taylor’s goal is to revolutionize this industry and put the focus back on the client experience by providing transparent and genuine advice to every client.
Taylor was born and raised in Fort Atkinson, WI. He joined Financial Impact Advisors in 2015 and became a partner in January 2018. He is also a partner at a tax firm named Business & Tax Systems LLC. Prior to 2015, he worked at Ernst and Young, a public accounting firm in Milwaukee.
He is a 2013 graduate of the Carlson School of Management at the University of Minnesota, Twin Cities with degrees in Finance, Accounting, and International Business. While there he graduated with distinction, in the top 5% of his class, and started a nonprofit called U-Finance which installed financial systems for local nonprofits in the Twin Cities Area. It was named the most philanthropic nonprofit out of 600 at the University of Minnesota. It was there that he realized he enjoyed helping people navigate their financial world.
He holds the CFP® and CPA certifications, passing both exams before turning 25. He hopes this exemplifies his commitment to the highest standards of integrity and professionalism in the industry. His commitment to his clients is that he will never stop learning.
Taylor is lucky enough to be married to his middle school sweetheart, Nicole. They have three daughters and one more coming March 2024: Winifred (7), Florence (5) and Lucille (2)! Simply put they are his passion.”
He likes to run, try new restaurants with his wife, and read.
Taylor offers advisory services through CWM, LLC only. Business & Tax Systems LLC is not affiliated with CWM, LLC.