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Taylor is committed to helping individuals and families achieve retirement security through clear, disciplined, and tax-efficient planning. Before joining Premiere Advantage, he managed financial operations and investment oversight for a billion-dollar institutional fund. This experience strengthened his ability to evaluate risk, protect capital, and support long-term financial success.
Today, Taylor brings that high-level expertise to the people who benefit from it most — retirees and pre-retirees seeking confidence and stability in their financial future. His CPA background allows him to identify tax-savings opportunities and structure income strategies designed to preserve wealth throughout retirement.
Taylor is known for his straightforward communication and his dedication to helping clients make informed decisions with clarity and peace of mind. He approaches every relationship with integrity, professionalism, and a sincere responsibility to act in the client’s best interest.
Outside of work, Taylor enjoys time with his wife and their two boys, who keep life active, fun, and full of purpose.
Taylor is a licensed CPA, holds an Arizona Life & Health insurance license, and a Series 65 securities license.
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Kirstin has a bachelor’s degree in accounting and a master’s degree in tax from Brigham Young University. She is a licensed CPA and has been preparing tax returns for over 13 years now. She worked for a Big-4 Accounting Firm for five years before starting her own practice. She enjoys connecting with our clients and taking the stress out of tax season. She’s here to answer questions and help you feel comfortable with your tax filings. If you need a qualified and caring CPA, we’d be happy to connect you to Kirstin!
Jordan has been with Premiere since 2017 and leads our annuity and Medicare services from the Mesa office. He specializes in retirement income planning helping clients design secure, predictable income using annuities, life insurance, and reverse mortgage strategies.
Jordan also contributes to many of the educational resources produced by Premiere, helping retirees make confident, well-informed financial decisions.