Taylor Mark joined the team in 2025 and serves as our LPL Registered Administrative Associate. She is a UCLA graduate, and she holds her Series 7, Series 66, and Life Insurance licenses with LPL Financial. Taylor plays a key role in supporting both the advisory and operational sides of the firm. Before entering financial services, Taylor worked in the nonprofit sector in Los Angeles, where she developed a strong commitment to serving people with clarity, empathy, and follow‑through. Still early in her advisory career, Taylor brings fresh energy, intellectual curiosity, and a strong learning mindset — and we look forward to seeing her continued growth as she expands her expertise and deepens her role within the firm.
Taylor and her husband, Chris, have been happily married since 2020. They enjoy exploring Sacramento, discovering new coffee shops, and caring for their animals at home.