VALUES-DRIVEN CULTURE TO SERVE CUSTOMERS LIKE YOU
Our values inform everything we do, from our business model, to the design of our products, to the way we serve our customers.
Do the Right Thing
Do what’s right, always – Live with integrity and honesty. Say what you mean, do what you say, and stand behind what you do.
Serve People
Have a servant’s heart. Serve by leading people to the right solutions. Always treat others as you would like to be treated. Improve the quality of life
for those we serve.
Build Trust
Build relationships on trust. Listen. Understand what people need. Earn trust. View each customer as a friend for life.
Simplify Everything
Life is complex. Our business shouldn’t be. Tear down the walls of complexity, relentlessly. Use common sense. Communicate clearly. Streamline, clarify and simplify everything we do.
Michael Taylor
Education:
University of Oregon 1970-1972
Oral Roberts University, 1973-1975
BA degree in Christian Education, Emphasis in Business Administration
CPFA Designation, Various Industry Designations
Investment Adviser Representative, Series 65, Wealth Teams Alliance; Licensed in Life, Health, Annuities – State of Oregon, 8 other states. since 1982; 50 hours of continuing education bi-annually for licensing, registration
Background / Experience:
Michael D. Taylor (Mike) has more than 38 years of experience in the financial services industry. Throughout his career, he has been responsible for more than 100,000 people and their retirement plans for the private sector, hospitals, governmental employers, and church-based plans around the US. Mike has been an investment adviser representative for a number of years. He has been responsible for more than 100 families and their assets for a Dimensional Fund Advisors firm like Wealth Teams Alliance, previously. So, he understands people and their need to have competent, professional help in managing a family’s wealth. He is married to Debbie for 43 years now; the father of 3 adult children, and their 3 spouses, and the grandfather of 9. He is a man of faith; and enjoys golf, hunting, and fishing in his spare time.