Jeremy Taylor bio image
Jeremy Taylor, CFP®, ChFC® President, MWA LLC Financial Planner, RJFS

Bellevue Location

How do you play the role of a mainspring in our clients’ lives?

I really enjoy being the go-to person for my clients with all types of financial decisions. Through comprehensive planning, I’m able to help them tune out the noise and simplify their financial life. This allows my clients to focus instead on reaching or maintaining financial independence and maximizing the impact they make on their families and communities. This is done by a commitment to having not just the exciting conversations but also the difficult ones.

What drives you?

It’s incredibly rewarding to help my clients pursue their goals. Since I hope to advise them and their future generations for many years to come, we form relationships beyond money. I love celebrating with clients when they purchase their dream home, see their child graduate college, or enjoy their first day of retirement. I am equally motivated to help them through hard times such as a divorce or loss of a loved one. Feeling financially confident in those times is extremely important, so being there through the tough stretches has also made a huge impact on my life.

From a day-to-day standpoint, financial planning uniquely allows me to both analyze data and also create long lasting and meaningful relationships. I can’t think of a better fit!

How do you spend time outside of work?

I love spending time with my wife Sheri, daughter Ashlyn, son Greyson, and of course our crazy Golden Retriever Boomer. There’s never a dull moment no matter what we’re doing. Beyond family, I enjoy continuing my lifelong goal of being a scratch golfer (quite a ways to go, even after 30+ years of playing), cheering on the Huskies and Seahawks, skiing and running.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.