Taylor specializes in designing tax-efficient, comprehensive retirement plans that help clients protect their savings and create predictable income for life. Before joining Premiere Advantage, he spent years managing institutional capital at a high level — overseeing large investment portfolios, directing financial operations, and advising private equity and family-office groups responsible for hundreds of millions of dollars.
While those experiences sharpened his technical expertise and gave him a deep understanding of how sophisticated financial systems work, Taylor discovered that his strongest sense of purpose wasn’t in helping Wall Street or major institutions grow richer. It was in helping real people — families on Main Street — use those same advanced strategies to build security, reduce taxes, and retire with confidence.
His background as a CPA and institutional operator now serves as a powerful advantage for clients. Taylor brings the same analytical rigor, disciplined planning, and risk-management mindset used at the institutional level and applies them to personalized retirement planning. He helps clients make informed decisions about income, taxes, investments, and long-term protection, translating complexity into clarity.
Taylor is a licensed CPA, holds a Life & Health Insurance license, and holds a Series 65 securities license.
