Taylor Baumgartner

The starting point of any financial conversation is with you—your life, your family, your priorities, and your goals. As your financial advisor, I’ll never tell you what to do; instead, I’ll listen to what’s important to you and where you want to be. Then, I’ll teach you how financial planning works in simple, relatable terms, and explain why you need make certain decisions (and when) in order to achieve your goals.

As a once licensed professional engineer I was trained that every problem has a solution. Together, we will identify short-term goals, such as eliminating debt, as well as long-term ones, like saving for a new home or college for your children. If you’re a business owner, I can show you how to structure your company for growth and even incorporate exit planning strategies to provide business continuity when you decide to retire.

My goal is to design a financial plan using the same engineering principles I learned while a professional engineer that emphasizes your priorities and provides personalized recommendations for strategies that grow and protect your wealth. I will guide you through each step of the plan so that you feel confident in deciding which options are the best fit for your future. Your conviction to follow the plan will be stronger because you will understand the “how and why” of your decisions. You won’t wonder what’s happening with your plan, you will always know that my team and I will be there to continually guide you.

Together, we will revisit your plan periodically to make sure you’re staying on track and meeting your goals. If necessary, we will make course corrections to adapt your plan to changing circumstances, always with your future in mind.