The people at Crestone, whether it is clients, colleagues, investment managers or other professionals, create an incredibly special and unique ecosystem.
Senior Client Advisor
In addition, Taylor spends a significant amount of time conducting market research and working with Crestone clients to ensure their wealth management needs are met.
Before joining Crestone in 2007, Taylor worked in the accounting department at Great Eastern Mussel Farms Inc. While there, she improved the efficiency of the department, updated costing reports, and prepared grant proposals.
Taylor received her MBA from the Leeds School of Business at the University of Colorado. She graduated with Bachelor of Arts with a double major in economics and Spanish from the University of Colorado and participated in a year-long international studies program in Sevilla, Spain through the Center for International Education Exchange while there. Taylor is a FINRA Registered Representative holding Series 7 and 66 licenses.
Taylor is a Crestone Foundation Committee Member, which was formed in 2009. The Foundation’s goals are centered on improving lives and empowering individuals, promoting entrepreneurism, and supporting community development.