Managing Director, Shareholder, Client Advisory, Leader of Wealth Planning
As a managing director of client advisory and shareholder of Crestone Capital, Taylor serves as a trusted advisor to entrepreneurs and executives and helps provide the best solutions to meet clients’ unique financial and personal objectives.
As leader of wealth planning, Taylor works on complex wealth planning issues that arise for high-net-worth individuals and their families, including overall trust, estate, philanthropic and income tax planning.
Taylor provides clients with customized and integrated wealth management solutions, including holistic balance sheet advisement, investment strategy development and implementation, concentrated position management, and wealth preservation and transfer planning.
Taylor received her Master of Business Administration, as well as her Bachelor of Arts in economics and Spanish from the University of Colorado Boulder. While at the University of Colorado Boulder, Taylor participated in a year-long international studies program in Sevilla, Spain through the Center for International Education Exchange.
Taylor serves on the Crestone Impact Committee.
Apart from Crestone, Taylor serves on the board of directors for Colorado Uplift. Here, she is actively involved in building long-term, life-changing relationships with at-risk urban youth. She also leads Crestone’s philanthropic initiatives and engagement efforts with the University of Colorado Boulder Leeds School of Business, supporting diversity and inclusion and guiding the next generation of leaders.