Lake Oswego, OR

As a Partner and Senior Financial Advisor, Taylor enjoys structuring financial plans and investment strategies that allow his clients the freedom to focus on what brings meaning and purpose to their lives. He firmly believes that it is not just about the money, but how it can be structured to address each client’s unique goals. With over 34 years in the financial industry, Taylor leverages his prior international investment banking and portfolio management experience in his work as an advisor.

In his community, Taylor is the Treasurer of the Special Olympics of Oregon and participates in the annual polar plunge to raise funds for the intellectually disabled. In his spare time, he is an avid outdoor enthusiast and private pilot. He is the father of three adult sons and lives in Lake Oswego, Oregon with his wife, Rudi.

I was raised in Portland, Oregon, where I grew up with a deep appreciation for the natural beauty I still call home. That love for the outdoors has stayed with me and is something I now enjoy passing on to my
family. I love exploring Oregon and the Pacific Northwest with my wife, who teaches 4th grade in the Beaverton School District, our two sons (ages 5 and 7), and our corgi, Rocky. Whether we’re at the
beach, in the mountains, or right in our own backyard, spending time together is what matters most to me.

Outside of work and family life, I’m an avid runner and value the discipline, clarity, and perspective that come from pushing personal boundaries. I attended Portland State University, where I majored in Liberal
Studies, minored in Philosophy, and walked on to the cross‑country team. More recently, I ran 40 miles to celebrate my 40th birthday—an experience that reinforced the importance of goal‑setting,
perseverance, and long‑term commitment.

That same focus on discipline and seeing things come together is what I enjoy most about working with clients and helping them realize goals they’ve spent years working toward. As a financial planner, I have the opportunity and privilege to sit down with clients, learn what matters most to them, and work together to ensure their wealth supports the people, experiences, and causes that are most meaningful
in their lives.

I believe strongly in the importance of precision when it comes to things like tax efficiency and cost efficiency in portfolio construction and financial planning. At the same time, I recognize that some of the
most important aspects of life can’t be measured in dollars and cents. My goal is to thoughtfully bridge those two worlds, and I look forward to learning what matters most to you.