Client Service Associate
Taylor is a Client Service Associate and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients. Prior to joining Beacon Pointe, Taylor worked for D. Bordman CPA and Cohen Financial Services. Taylor graduated from the University of Kansas with a B.S. in Business Administration. Originally from Overland Park, KS Taylor now resides in Phoenix, AZ and in his free time, enjoys snowboarding, weightlifting, golfing, and cooking.