Taylor & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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

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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

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