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Taylor Smith

Taylor has recently joined the team after 2 years in her previous role at PricewaterhouseCoopers as a public technology-focused external auditor in San Jose. She is excited to leverage her client-service experience and industry knowledge to bring in new perspectives. In addition to supporting Tim in servicing his clients, Taylor is studying to obtain her a CERTIFIED FINANCIAL PLANNER™ Professional designation, as well as Securities Industry Essentials® (SIE®), Series 66, and Series 7 registrations. 

After growing up in Tigard, Taylor attended Oregon State University, where she graduated Summa Cum Laude with Bachelor’s of Science degrees in both Finance and Accounting. During her time at Oregon State, Taylor became a member of the Oregon State Investment Group (OSIG), a student-led organization that researches and trades a $3 million actively managed portfolio on behalf of the OSU Alumni Foundation. Through this experience, Taylor learned the foundations of investing in domestic and international equities, portfolio management, and market research. Taylor held the position of Vice President of the Group in her junior year. She transitioned into the role of Recruitment Chair in her senior year, with the hopes of getting more young women interested in careers in Finance.  

As a self-proclaimed foodie, Taylor enjoys her time out of the office traveling and trying new foods, learning about different cultures, and exploring new cities. Outside of work and travel, Taylor enjoys cooking, baking, and spending quality time with her family, friends, and beloved pup, Theo.