About Taylor

Born and raised in New Jersey, Taylor attended Hunterdon Central Regional HS in Flemington NJ, then West Virginia University for college. After finishing his Bachelors in Small Business/Entrepreneurship in 2014, he opened his practice at Northwestern Mutual. Committed to creating a premier and enduring firm, Taylor has continued his education through many Financial Designations. When he’s not meeting with clients, he’s passionate about running, triathlons, hiking, and volunteering in the community.

Professional

Taylor & his team at Odyssey Wealth Planning (OWP) create and implement tax-efficient, holistic financial plans that are strategic, personalized, and highly suited for....
*Growing Affluent Families and Individuals
*Pre & Post Retirees
*Closely Held Businesses

Over the years, OWP has watched the landscape of Professional Financial Advice become more valuable! Clients’ lives are busier, financial laws and strategies are more complex, and the ability to sift through what’s fact and what’s opinion is more difficult. As a CERTIFIED FINANCIAL PLANNER™ professional, Taylor focuses on understanding what you value most personally, professionally, and financially to create a cohesive and sustainable financial plan. With a focus around a higher-level of efficiency in his client's wealth, risk, tax, and estate planning, he helps his clients spend more time doing the things they enjoy, with the people they love, and stress less. Committed to YOUR goals, Taylor is here to build a relationship that gives you confidence in your finances and to guide you through all the complexities of your financial life!

Education/Designations

CERTIFIED FINANCIAL PLANNER™ professional

Retirement Income Certified Professional®

Chartered Financial Consultant®

Chartered Life Underwriter®

West Virginia University–Morgantown, Business Administration: Small Business and Entrepreneurship (Bachelor of Science)-2014

Here are my areas of expertise

Advisory Services

Financial Planning

Tax-Efficient Strategies

Insurance Protection Strategies

Investment Planning & Strategies

Retirement Planning & Income Strategies

Estate Planning

Business Planning & Succession