Taylor’s expertise is in creating a client-focused environment that fosters lasting and meaningful connections. She dedicates herself to understanding the unique financial situations of each client she encounters. Taylor’s passion started at a global financial firm in 2019, where she gained experience servicing a global and diversified clientele. Her “white glove” service approach developed through her relationships with ultra-high-net-worth clients, when she was particularly focused on holistic wealth management solutions at a private family office. Taylor enjoys classic cinema, travel, and interior design. She is also a cellist.