Jonathan Taylor, CLU

President & Financial Planner, Ross Taylor Financial Corporation

Jonathan Taylor is a Certified Financial Planner® and a second-generation owner of Ross Taylor Financial Corporation. He enjoys working with individuals and families to help guide them along the path to achieve their financial goals. Over the years, the firm has specialized in commuting pensions and working with retirees as they navigate through their retirement years.

Jonathan started in the industry in 1992. He earned his Chartered Financial Planner designation in 1995 and his Certified Financial Planner® designation in 2013. He is a licensed insurance agent and mutual fund investment representative. Outside the office, Jonathan enjoys traveling, skiing and playing chess with this wife and three kids.