Designations and Licenses

Taylor is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Taylor focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Taylor was a wealth manager with Aldrich Wealth Advisors. There, he worked with high-net-worth individuals and business owners to help them achieve their financial goals.

Taylor holds a bachelor’s degree in business with a concentration in finance from California Polytechnic State University.

Personal Interests

Away from the office, Taylor enjoys spending time with his wife and two children, playing pickleball and watching the San Diego Padres and Buffalo Bills. He is a member of the board of directors of Lifeline Community Services.