Taylor Wolverton, CFP®, EA

Taylor serves as a CERTIFIED FINANCIAL PLANNER™ practitioner at Peace of Mind Wealth Management.  She specializes in tax planning as an enrolled agent (EA), the highest credential the IRS awards to those trained in federal tax matters.  She completed her degree in Personal Financial Planning at Utah Valley University.  She is driven by her passion for helping others forge the path to achieving their financial goals.

As Peace of Mind’s first virtual hire, Taylor lives south of Salt Lake City in Utah, where she enjoys hiking, listening to audiobooks and podcasts, trying new restaurants, and playing pickleball with her husband, Andy.

4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
(919) 787-8866