Ms. Taylor, Senior Consultant, joined Wurts & Associates in 2003 as a Performance Analyst in the Seattle office. She transitioned to the Los Angeles office in 2005, where she now provides a broad range of consulting services to Wurts & Associates' clientele. Her areas of specialization include asset allocation, investment policy development, and transition management. A shareholder of the firm since 2009, Ms. Taylor contributes to the continued development of Wurts & Associates as a member of the firm’s 401k Committee, Marketing and Press Relations Committee, as well as assisting in new business development efforts.
Ms. Taylor is a frequent speaker at industry conferences, including the International Foundation, Made in America, and the National Benefits Forum, where she has presented on a broad range of investment topics.
Ms. Taylor graduated Cum Laude from Central Washington University with a Bachelor of Science degree in Finance and a minor in Economics. She received the Chartered Financial Analyst (CFA) designation in 2007 and is a member of the CFA Institute and the CFA Society of Los Angeles.