Joe Taylor joined the firm in September 1997. He is a graduate of the University of Utah with a degree in Political Science. The focus of Joe's practice has been on providing complete financial planning to help small business owners and individuals reach their financial objectives.
His 15 years of industry experience with qualified plans such as 40Ik and non-qualified plans and Deferred Compensation gives him a unique understanding of compliance issues and "best practices" for the small business owners in an ever changing world of regulations.
Joe has earned many industry recognitions including MassMutual's Top of the Council, Blue Chip Council, Leaders qualifier, as well as a qualifying member of The Million Dollar Round Table from 1998-2001 and 2003-2013. Joe's experience with individuals and corporations gives him a detailed understanding of retirement planning, key employee retention as well as asset allocation strategies.
Certified Long Term Care Consultant (CLTC)
FINRA Series 7 (General Securities)
FINRA Series 63 (Uniform Securities Agent)
FINRA Series 65 (Investment Advisor Law)
Licensed in Arizona, Idaho, Montana, Ohio, Utah and Washington
Area(s) of Focus
- Insurance Strategies
- Investment Strategies