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Courtney Taylor, WMS®, AIF®

Courtney Taylor, WMS®, AIF®

Wealth Management Specialist

"How you feel about money is unique to you, your life history and current situation. We know talking about your finances is a big deal. We look forward to getting to know you and your financial dreams."

Courtney has been in the financial services industry for almost 5 years and has earned the Wealth Management Specialist (WMS®) and Accredited Investment Fiduciary (AIF ®) designation. She helps our clients with various aspects of their financial planning and also works closely with our 401(k) and other retirement plan clients. In this role, she helps our corporate clients navigate the complex world of Plan Administration.

Courtney is active in our ongoing communication and plays a key role in the helping our clients reach their financial goals. She also prepares client review meeting materials, assembles and analyzes the data necessary for those meetings, and facilitates the account opening and new client on-boarding processes. She prides herself on providing timely responses to client service inquiries and assists with office operations. Her growing knowledge of financial planning and investment management has enhanced her commitment to the industry and serving others.   

Originally from Florida, Courtney studied Finance at the University of Tampa prior to earning a degree in Business Management from the University of Colorado.

 “Specialist Taylor” is also an enlisted soldier in the Army Reserves and works under the 55th Sustainment Brigade. She enjoys strength training and long distance running; her most memorable races have been the Baltimore Half Marathon and the Frederick Zombie Mud Run. She is a novice gardener who is particularly interested in learning how to grow vegetables. Her favorite flower is the Mammoth Sunflower, although she has yet to find a way to protect her sunflowers from raging squirrels.