Taylor is our Senior Wealth Design Specialist and Vice President of ALTIUS Financial, inc. She is a Certified Financial Planner™, and our recent minority owner in the company. Taylor has worked at ALTIUS for over seven years growing her financial planning role, as well as her client relationships. Her client engagement work includes: meeting preparation & implementation, financial and wealth planning analysis & presentation, risk tolerance, and investment allocation discussions. Taylor focuses on gathering information in each of the six areas of financial planning to ensure every client’s whole picture is considered while working to accomplish their financial and wealth management