Lori Taylor


Portrait of Lori Taylor

Lori is passionate about teaching others the steps necessary to build wealth so they can have resources available at the appropriate times to meet their life goals. She has found that, though we all have unique financial goals, the most common one is to become and stay independent.

Lori received her education at the University of Utah. She holds a BS in Financial Planning and an MS in Retirement and Social Policy.

Lori is most proud of managing/juggling the finances for her family of seven over the last 30 years. She and her husband Joe love the outdoors and enjoy hiking, backpacking, walking, pickleball, family dinners, playing board games, and serving others.

Designations and education