Salt Lake City Metropolitan Area
Navigating the complexities of financial decisions can feel like stepping into unfamiliar territory without a clear guide. Whether you're advancing in your career or planning for life’s next big move, having a structured approach makes all the difference. As a Financial Services Professional with a background in mechanical engineering, I understand the value of precision, structure, and looking beyond the surface to identify key details and create structured solutions that work. For me, financial success starts with a solid map. Like any technical problem, financial situations require understanding, strategic exploration, and a solution designed specifically for the individual. I focus on illuminating the root cause of challenges or opportunities in your financial landscape, so we can design a path forward. It’s not about offering generic advice; it’s about crafting a detailed financial strategy that fits your unique goals. If you're ready to build a financial map you can trust, let's connect. Best, Samuel Taylor Call: (409)730-5268 Text: (385)483-4436 Email: [email protected] I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 150 W Civic Center Drive # 600, Sandy, UT 84070 (801) 567-7433
Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
Agent licensed to sell insurance through New York Life Insurance Company.
Led the development of a patent-pending mechatronics system revolutionizing fiber analysis and data acquisition.
Designed the electro-mechanical foundations for an active noise-canceling acoustic array theorized, tested and designed by BYU Graduate students for Caterpillar. Basically, a room that filters external noise and actively cancels external sounds without wearing headphones. I was in charge of designing the acoustics hardware to present to caterpillar in order to complete the Caterpillar grad project.
Project Engineering intern for a multi-family complex in the final stages of completion. Experienced and executed the final stages of a multi-year, multi-billion dollar project to meet deadlines, resolve unanticipated delays in procurement and project expectations.