Taylor is the Director of Financial Planning and Tax Strategy at Peace of Mind Wealth Management. She joined the team in 2022, and is driven by her passion for helping others forge the path to achieving their financial goals. She specializes in tax planning as an enrolled agent (EA), the highest credential the IRS awards to those trained in federal tax matters. The designation is an elite credential issued by the IRS to individuals who demonstrate special competence in federal tax planning, individual and business tax return preparation, and IRS representation matters. Enrolled agents have unlimited representation rights, allowing them to represent clients before the IRS on all tax matters;  a valuable level of advocacy and authority for clients with complex needs. Taylor completed her degree in personal financial planning at Utah Valley University.

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.