Taylor & Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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

CRPC

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Visit Melissa L Cogswell's website
Advisor photo for Joshua Schroder

Joshua Schroder

Associate Financial Advisor

Visit Joshua Schroder's website


Team

Michael K. Nelson

Michael K. Nelson

Business Development Manager

Kelsey Kellar

Financial Planning Assistant

M. Annette Dean

Client Service Specialist

Sarah Stull

Administrative Assistant,

Receptionist

Shane Trowbridge

Client Service Specialist