Taylor Ahern, MBA
I have worked with retail clients all over the world to establish their goals in life. My approach is to discuss what is most important to you, design a customized financial plan, and then help you implement it. I’ve helped many clients achieve financial success in a variety of different areas (saving for child’s education, working through the loss of a loved one, saving for retirement, spending during retirement, social security options, and more).
“The choices you make today determine your financial future. Make the right choices and you will be well on your way to financial success.”
I live in Parkville with my husband, Sam, and our dog Slugger. I enjoy volunteering at my church and the Ronald McDonald House. We enjoy golfing and spending time with friends and family.
Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.
Registered States: AZ, CA, CO, FL, IA, IL, KS, MO, OH, OK, TX
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.