Will Taylor, MBA
Financial Planner, Analyst
Will works on the Planning/Analytical side and is a self-proclaimed “numbers nerd”. With a background in personal financial advising, he understands how clients benefit from regaining control of their finances so they can build a rock-solid foundation for retirement. He is driven to always find areas of opportunity in our clients’ practice as well as in their personal investing.
As a numbers nerd, Will loves working with our clients to not only improve their practice, but their lives.
Will is an avid golfer, sports fanatic, Kentucky native, and life-long UK basketball fan. He enjoys traveling to play golf and going to as many sporting events as he can. Will and his fiancé recently adopted a new puppy that has brought happiness into their lives.