Taylor joined Columbia Associates Wealth Management Group after beginning her career at PricewaterhouseCoopers in San Jose as a public technology-focused external auditor. Since transitioning into wealth management, she has begun building her own client relationships while continuing to collaborate with Tim on comprehensive financial planning and investment strategies for his clients. Taylor obtained her Securities Industry Essentials® (SIE®), Series 65, and Oregon Life and Health licenses, and has successfully passed the CERTIFIED FINANCIAL PLANNER™ exam. She is currently fulfilling her experience requirement to become a CFP® professional.
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.
Outside of the office, Taylor enjoys traveling, cooking, reading, and spending time with family, friends, and her beloved pups, Theo and Moose. She also combines her love of food, community, and personal finance through her newsletter, The QuickBite, which highlights local Portland restaurants, fun events, and approachable money tips (Subscribe).