Taylor & Associates

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Taylor & Associates
Team photo for Taylor & Associates

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Advisors

Advisor photo for Brian L Taylor

Brian L Taylor

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Brian L Taylor's website
Advisor photo for Melissa L Cogswell

Melissa L Cogswell

Associate Financial Advisor

Visit Melissa L Cogswell's website
Advisor photo for Victoria Whelan

Victoria Whelan

Associate Financial Advisor

Visit Victoria Whelan's website
Advisor photo for Joshua Schroder

Joshua Schroder

Associate Financial Advisor

Visit Joshua Schroder's website


Team

M. Annette Dean

M. Annette Dean

Client Service Specialist

Kelsey Kellar

Kelsey Kellar

Financial Planning Assistant

Sarah Stull

Sarah Stull

Administrative Assistant,

Receptionist

Shane Trowbridge

Client Service Specialist