Taylor Schmaltz, MBA, CFP®

Associate Financial Planner

Taylor is passionate about advocating for clients, helping them navigate and optimize their financial pictures, and coaching them toward financial success. Taylor attained CERTIFIED FINANCIAL PLANNER™️ certification in 2021 and has deep experience with investment management and tax and estate planning.

Before joining EVO, Taylor was a financial advisor in North Carolina at Kuhn Advisors where he helped clients develop financial plans, implemented customized investment strategies, and drove investment research efforts. He developed a love for collaborating with fellow advisors on elegant solutions to complicated financial challenges.

Taylor completed his BBA in Trust and Wealth Management with a minor in Financial Planning and an MBA, both from Campbell University, in 2019. His undergraduate degree included a concentration in estate planning, retirement planning, investments, and financial planning, and he pursued a legal concentration in the MBA program.

Outside of work, Taylor loves spending time with his wife and daughter, playing his piano or guitar, and exploring the east coast mountain ranges.