I really enjoy being the go-to person for my clients with all types of financial decisions. Through comprehensive planning, I’m able to help them tune out the noise and simplify their financial life. This allows my clients to focus instead on reaching or maintaining financial independence and maximizing the impact they make on their families and communities. This is done by a commitment to having not just the exciting conversations but also the difficult ones.
It’s incredibly rewarding to help my clients pursue their goals. Since I hope to advise them and their future generations for many years to come, we form relationships beyond money. I love celebrating with clients when they purchase their dream home, see their child graduate college, or enjoy their first day of retirement. I am equally motivated to help them through hard times such as a divorce or loss of a loved one. Feeling financially confident in those times is extremely important, so being there through the tough stretches has also made a huge impact on my life.
From a day-to-day standpoint, financial planning uniquely allows me to both analyze data and also create long lasting and meaningful relationships. I can’t think of a better fit!
I love spending time with my wife Sheri, daughter Ashlyn, son Greyson, and of course our crazy Golden Retriever Boomer. There’s never a dull moment no matter what we’re doing. Beyond family, I enjoy continuing my lifelong goal of being a scratch golfer (quite a ways to go, even after 30+ years of playing), cheering on the Huskies and Seahawks, skiing and running.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jeremy was named to the 2024 edition of the Forbes list of Best-in-State Wealth Advisors †.
† The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
One of Benjamin Franklin’s timeless quotes is “in this world nothing can be said to be certain, expect death and
Jeremy Taylor, CFP®, ChFC® I was having a socially distant beer with a friend the other day and the conversation
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