Education & Professional Experience

Taylar has studied at Tarleton State University between 2008 and 2009, then at University of North Texas in Construction Science between 2002 and 2005.

Taylar worked for Mogul Wealth Strategies as Associate Financial Advisor between May 2017 and Jul 2018, for Grand Homes as Warranty Service Representative between Jul 2016 and May 2017, for TFE as Account Manager between Aug 2015 and Jun 2016, for TIAA-CREF as Financial Consultant between Sep 2014 and Aug 2015, for AXA Advisors as Financial Consultant between Feb 2013 and Sep 2014.

 Skills & Competences

Taylar has the following skills : Tax-efficient Investing Strategies, Retirement Planning Strategies, IRA Distribution Planning, Investment Planning, Estate Planning Strategies, Insurance Planning, Accountability, Wealth Preservation Strategies, Business Strategies, Financial Services, Tax-deferred Investment Planning, Investment Services, Insurance Strategies, Investment Strategies, Wealth Accumulation, Education Planning Strategies, Retirement Planning Services, Financial Strategies, Insurance Services, Client Education.

Taylar has earned the following certifications : Series 7, delivered by FINRA; Property and Casualty License, delivered by Texas Department of Insurance; Texas General Lines: Agent Life, Accident, Health and HMO, delivered by Texas Department of Insurance; Series 63, delivered by FINRA.