Focus: Insurance Strategies, Business Owners, Investment Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning, Group Benefits, Charitable Giving, College Funding Strategies, Financial Education
Taylor is committed to meeting the unique needs of every client. He is passionate about financial planning, and the role he and the team play in improving the lives of their clients. He serves professionals and business owners by creating strategies that analyze cash flow and investments, minimize risks and taxes, and align the client’s financial positioning with their goals. As part of Capital & Risk Management Services, LLC, Taylor utilizes the resources of his team, and firm resources around the country, to provide superior service and achieve your financial success.
Originally from Grand Rapids, MI, Taylor moved to Chicagoland when he attended Trinity Christian College in 2011 on academic and baseball scholarships. He graduated from Trinity with High Honors in 2015 with a Bachelor of Science in Finance and a Bachelor of Arts in Communications. He joined Capital & Risk Management Services after graduation and helped launch the financial planning platform for the firm. Taylor earned the Financial Services Certified Professional (FSCP®) designation from the American College of Financial Services and is currently studying to earn the Certified Financial Planner (CFP®) designation.
Taylor lives in Crestwood, IL with his wife, Janna and daughter, Quinn. He enjoys watching and participating in a wide variety of sports; especially baseball and golf. He loves spending time with family and has a goal to visit every Major League Baseball stadium.
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10 S LaSalle Street Suite 2400
Chicago, IL 60603