Taylor Embury, CFP® Candidate, MS Engineering
Taylor Embury is a Client Service Advisor at Alliant Wealth Advisors. As such, he works closely with the senior advisors in a paraplanning capacity, assisting with the whole spectrum of the comprehensive financial planning process. This includes interviewing prospects, creating financial plans, working with the senior advisors to develop recommendations, and working with the clients to implement those recommendations. Taylor also helps to develop the firm’s financial planning workflows and processes. Taylor has worked at Alliant since June 2018 and in the financial planning industry since September 2016.
Taylor holds a B.S. in Economics and a M.S. in Engineering & Technology Management from the Colorado School of Mines. He is currently pursuing his CFP® credential, and he serves as the co-president of the NAPFA DC METRO Study Group.
Outside of work, Taylor enjoys playing lacrosse, coaching lacrosse, reffing lacrosse, skiing, and going on adventures with his wife Yana and their dog Happy.