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Taylor Richardson

CRPS®, AIF, Financial Advisor

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Since becoming a partner at Engage Advisors in 2015, Taylor has helped hundreds of dentists make progress towards achieving their financial goals. His begins by asking new clients what’s most important to them when it comes to money. Then, like a personal trainer, Taylor provides the encouragement, guidance and sometimes accountability clients need to meet their goals and make responsible financial decisions.

The opportunity to combine his natural gift for math with his lifelong interest in finance makes this Taylor’s dream job. Having dentists as clients makes the work that much more enjoyable because they are highly disciplined and eager to learn.

One of the things Taylor loves about his job is that he is often one of the first to be called when a client has news. Whether they’re expecting a baby, buying a new house or planning to retire, Taylor appreciates the responsibility he has helping clients navigate life events, both planned and unplanned.

Taylor earned his Bachelor of Science degree in Finance from Kansas State University. He is an Accredited Investment Fiduciary (AIF®) and is certified as a Chartered Retirement Plans Specialist (CRPS®).

In his free time, Taylor’s interests include jiu jitsu, hunting, watersports as well as motorcycles, a hobby he shares with his father. As a young man Taylor raced motorbikes, but these days he’s content to tool around town on one of the bikes from his collection, which includes Harley Davidsons along with a few sport motorcycles.

Taylor is newly married, lives with his wife in the Kansas metro area, and subscribes to the belief that when you’re a good person, good things happen.

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info@engageadvisors.com

913-681-1350

Kansas City
7285 W 132nd St, Suite 140
Overland Park, KS 66213
San Diego
2020 Camino Del Rio North, Suite 610
San Diego, California 92108
Chicago
1 Tower Lane, Suite 2050
Oakbrook Terrace, IL 60181
Tampa
1799 N Belcher Road, Suite A
Clearwater, FL 33765