Taylor Karels, CFP®

Wealth Manager


Education & Background

• University of Iowa - B.B.A. in Finance

• Certified Financial Planner™

• Chartered Retirement Planning Counselor™

How do you spend your life wisely?

To me, spending my life wisely means being able to focus on living in the present and appreciating the little things in life. I accomplish this by spending time with friends and family, exploring nature with my two dogs, attending live shows and concerts, and traveling to explore new places.

“You only live once, but if you do it right, once is enough.”
Mae West

Let Us Help You

Spend Your Life WiselyTM by working with advisors who dedicate themselves to creatively crafting every imaginable detail of your financial plan