Taylor is a Financial Consultant in CCR’s Upstate New York office. She is committed to helping individuals and families make confident, informed financial decisions. With a personalized approach, Taylor simplifies complex financial concepts and designs strategies tailored to each client’s goals, with a particular on supporting women in building confidence in their finances at every stage of life.

Taylor earned a Bachelor of Science degree in Finance from Siena College. She holds the SIE, Series 6, Series 7, and Series 63 registrations, as well as Life, Accident, and Health insurance licenses, and is working towards her CFP designation. Before joining CCR, she served as a Financial Consultant at Northwestern Mutual, where she provided comprehensive financial planning and guidance.

Outside of work, Taylor enjoys traveling, reading, spending time with family, and walking her Goldendoodle, Jaxon.