Amanda Taylor, CFP®
Financial Planner | Shareholder
"The most rewarding part of my job is getting to know individuals and families and see them accomplish their goals. I especially enjoy working with people at a transition point in their life."
Amanda Taylor has worked in the financial industry since 1999 and specializes in comprehensive financial planning. She earned a BA in Economics from the University of Wisconsin Milwaukee. She is a CERTIFIED FINANCIAL PLANNER™ Professional. She is a member of the Financial Planning Association (FPA) and the Waukesha County Estate Planning Council and volunteers with Secure Futures, a financial literacy program for teens.
Outside of work, Amanda enjoys spending time with her fiancé, Craig, her children, family and friends, attending local community events, exploring museums, spending time outside and traveling as often as possible. She lives in lake country with her children, Elyse and Will, and goldendoodle, Essie.