George Taylor

George brings 30+ years of experience in creating tax-advantaged income streams for individuals, businesses, and retirement plans, helping clients manage risk while optimizing after-tax returns. George is deeply versed in the equity markets, continually researching, selecting, and monitoring the most attractive sectors and securities to ensure his clients' portfolios remain well-positioned to achieve client objectives. His comprehensive approach to retirement income planning integrates thoughtful research, sector selection, and strategic adjustments to help clients achieve financial independence and security.

George received his Bachelor’s degree in accounting at the University of Washington. George holds his FINRA Series 65 as well as numerous advanced Business Management Courses.

George values the importance family with his wife Marie, two children and two grandsons. Outside the office, you’ll find him exploring new hiking trails or traveling to new destinations, constantly seeking new experiences and inspiration for both his personal and professional life.