Taylor Peterson, CFP® CRPC®
Client Service Specialist
Taylor is a CERTIFIED FINANCIAL PLANNER™ professional (CFP® ), an Investment Advisor Representative, and a Chartered Retirement Planning Counselor℠ designee. She is a graduate of Texas A&M University and holds her Life and Health Insurance License in addition to the Series 65 and Series 7 licenses.
Taylor focuses on the on-boarding of new clients and is a great point of contact for any client service-related inquiries. She works with clients as they join the Richard W. Paul & Associates family to ensure that all paperwork is completed to establish new accounts, and that transfers are processed in a timely manner.
Taylor and her husband, Corey, reside in Wixom. They have a husky, named Luna, and a cat named Katinis. In her spare time, she enjoys yoga, going out on the lake, and traveling with her husband.