Taylor is a Wealth Advisor & The Director of Financial Planning with NCM Capital Management, LLC. He is experienced in working with High-Net-Worth individuals and families and has been in the independent financial advisory field for over 15 years. Prior to joining NCM, he spent about 9 years at a national RIA where he focused on managing all aspects of clients’ financial lives – including investments, taxes, insurance, estate, retirement and cash flow planning. One focus of Taylor’s practice is Big4 accounting firm partners and principals.
He is a graduate of Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance. He completed the Financial Planning certificate courses at New York University and holds the CERTIFIED FINANCIAL PLANNER™ designation. Taylor is a board member of the Estate Planning Council of Bergen County located in New Jersey.