Taylor is dedicated to providing comprehensive advisory services including wealth management and structuring strategies, generational planning, and managing overall family office solutions for her clients. She is passionate about building long term relationships with her clients by gaining a deep understanding of their goals, values, and family needs through a highly communicative approach.
Prior to TwinFocus, Taylor was the Director of Family Office Services at a boutique multi-family office. Taylor also earned valuable experience at Bain Capital where she focused on all aspects of the internal family office for the Partners of the firm. Taylor earned her B.S. degree in Business Management at the University of Massachusetts, Isenberg School of Management, and her MBA at Northeastern University. She also holds the Series 65 license and CERTIFIED FINANCIAL PLANNER™ designation.
The most enjoyable aspects of my job are working closely with families to establish long-term relationships and assisting them in creating a legacy for future generations. I also appreciate the intellectually stimulating nature of the job and thrive in a collaborative and team-oriented environment that fosters success.
Understanding clients’ needs, concerns, and objectives is essential in my role, and integrity is vital to building trust and nurturing long-lasting client relationships. Adaptability is also critical to keep up with changing market conditions, regulations, and technologies, providing clients with up-to-date information and the best advice.
Running a dog rescue organization would be an incredibly gratifying and fulfilling way for me to make a positive impact on the world by providing dogs with a second chance at life. Witnessing their transformation when given love, care, and attention is immensely rewarding and offering them a fresh start in life would involve spending time with them, tending to their needs, and watching them thrive under my care. However, I would require a much larger yard to do this
Exploring new places, cultures, and cuisines is a passion of mine that brings great pleasure and creates lasting memories. In addition, I enjoy volunteering with Big Brothers Big Sisters to make a difference in someone’s life and have the opportunity to create positive experiences together.
Attaining the CFP® designation has enhanced my skills and knowledge, enabling me to provide my clients with the highest level of financial planning advice. Additionally, establishing and cherishing meaningful relationships in my personal and professional life is one of my greatest achievements, providing a source of strength, support, and inspiration