Zachary Taylor (AIF®, CFP®, MSFS)

Additional Information

Zachary helps clients grow their wealth strategically. As the Director of Retirement Planning, he is responsible for designing customized financial plans for clients. He earned his Master’s degree in Finance (MSF) from the University of Utah, an achievement made even more memorable by persuading his fiercely loyal BYU in-laws to attend his graduation. He completed his undergraduate studies at Brigham Young University - Idaho, where he obtained a Bachelor’s degree in Financial Economics.

Zachary has achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and has also completed the CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) certification program offered by Yale University’s School of Management, a Top-Ranked Ivy League institution. Additionally, he holds the Accredited Investment Fiduciary® (AIF®) designation, having met the educational, experience, examination, and ethical standards set by the relevant board. He is committed to delivering services that adhere to these high standards of excellence.

Colleagues describe Zachary as honest, personable, knowledgeable, and driven. Outside of his professional life, he enjoys traveling with his wife, having recently checked off a bucket-list trip to Israel and Italy. He is also active in volunteering at his church and loves camping with his family.