Taylor Wagner, CPA, MAcc

WEALTH MANAGER 

Scoring a perfect score on the Math section of the ACT, Taylor has always had a knack for logic and financial analysis. After Graduating with a Master’s of Accountancy from BYU (ranked the #2 Accounting School in the Nation his graduating year) with a academic-based scholarship, Taylor started his career at KPMG in Salt Lake City. He eventually led the audit engagement team as the “in-charge Senior” for the Intermountain Healthcare Corporate Audit, Benefit Plans Audits, and the audits of several healthcare startup companies. After working on assessing the financial health for Corporate entities, Taylor decided to change gears and make his life mission improving the financial health of small businesses, individuals, and families.

When he’s not in the office, you’ll find Taylor hiking or biking in the mountains, jamming out on piano or guitar, spending time with friends and family, or going on some sort of new adventure with his three favorites—his wife and his two young sons.