Taylor & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

Brian L Taylor

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian L Taylor's website

Melissa L Cogswell

Associate Financial Advisor

Visit Melissa L Cogswell's website

Victoria Whelan

CRPC

Associate Financial Advisor

Visit Victoria Whelan's website


Team

Sarah Stull

Sarah Stull

Administrative Assistant

Kelsey Kellar

Kelsey Kellar

Financial Planning Assistant

Shane Trowbridge

Client Service Specialist

M. Annette Dean

M. Annette Dean

Client Service Specialist