As a CERTIFIED FINANCIAL PLANNER™, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. He earned a Masters of Accountancy from BYU’s nationally ranked program and then spent over two years advising clients at one of the largest brokerage firms in the country before joining Dentist Advisors in 2020. His background in accounting, tax, and private equity gives him a unique ability to deliver investment advice within the context of his clients’ overall financial strategy.