“Plan and prepare now, so each day is always better than the last.”
Tayler is Nevadan, born and raised. She is a graduate of the University of Nevada, Reno where she earned a bachelor’s degree in accounting.
Tayler’s initial goal was to become a Certified Professional Accountant after graduating from UNR. While attending college she completed an internship at a very established local accounting firm. It was during this time that Tayler realized that she was passionate about forming long lasting client relationships, but she wasn’t as excited about preparing tax returns and participating in tax season each year for the rest of her professional life.
Tayler decided to follow the footsteps of her grandfather who was a Northern Nevada financial advisor for over 50+ years. After surveying the landscape of local financial services firms, Tayler felt the team of Nevada Family Wealth was a great match. Nevada Family Wealth’s three core values, family, teamwork, and commitment to client service excellence, aligned perfectly with her personal core values.
Tayler started her career at Nevada Family Wealth as a summer intern. Upon the completion of her summer internship, she was promoted to the role of relationship manager where she became a client service operational expert. In addition to being a full time Relationship Manager, she studied and passed the Securities Industry Essentials (SIE) Exam, the Series 7 licensing exam and the Series 66 exam.
Tayler was promoted to the role of Wealth Planner after graduating from UNR. Shortly thereafter, she studied and passed the Nevada life and health insurance state licensing exams.
Tayler’s experience with taxation has proven beneficial while creating and maintaining complex wealth plans for her clients. Many wealth planners overlook the importance of tax education while advising clients. Tayler takes an opposite approach knowing that what a person earns is not as important as what they keep!
Tayler strongly espouses that everything in life should be earned. To this end, she believes that knowing the value of what you work for is priceless. Her faith and work ethic push her to stay true to herself and give her all to everything that comes her way. Each day is a new opportunity to make her clients feel valued and heard and being a part Nevada Family Wealth allows her to foster that.