Certified Financial Planner™


Taylor is not just a financial advisor but a dedicated guide on your journey to financial success. Through personalized one-on-one consultations, she provides hands-on advice to help clients pursue their unique goals.

After earning a Bachelor of Science in Psychology from UC Davis in 2003, Taylor began her financial career in 2009 with Symphony Financial Planning, following a deliberate career change into finance. In 2013, she achieved her CERTIFIED FINANCIAL PLANNER™ certification and continued her financial education by obtaining a Series 65 license the following year. Taylor joined Pure Financial Advisors in 2024 and brings a wealth of knowledge that uniquely positions her as a financial planner attuned to both the numbers and the intricacies of individual behavior and aspirations.

Taylor excels in comprehensive financial planning, going beyond numbers to truly understand the individual goals and challenges of her clients. Her client-centric approach is infused with a personal touch, ensuring that financial plans are not only tailored to individual needs but reflect a genuine understanding of each client’s story.

Known for her exceptional care and attention to detail, Taylor places a premium on building trust with her clients. She understands the importance of not just providing advice but fostering a relationship based on transparency, reliability, and a deep commitment to their financial well-being. Her great follow-through ensures that clients feel supported at every step of their financial journey.

Committed to staying updated, Taylor prioritizes ongoing education to stay current with industry trends and regulatory changes. Her commitment extends beyond personal growth—she is enthusiastic about sharing her knowledge with others. By imparting financial insights, she aims to empower individuals to make informed decisions and navigate the complexities of personal finance.

Beyond professional commitments, Taylor enjoys listening to audiobooks and is an active participant in a local book club. Proudly residing in the city of Davis, she also dedicates time to learning Spanish with her son, fostering both personal and familial growth. Taylor appreciates a well-organized environment, finding satisfaction in the efficiency and order it brings to various aspects of her life.  Looking ahead, she hopes to explore new destinations and create meaningful experiences with her husband and son through travel.