Taylor Demars, MBA, CFP®
Taylor Demars, MBA, CFP®

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Taylor holds a degree in Supply Chain Management from BYU and an MBA from Purdue Global. He’s worked at Boeing, Tesla, and Northwestern Mutual, and is a CFP® with Series 7, 66, and insurance licenses through LPL Financial. He and his wife Camille, a former competitive figure skater, now enjoy life with their two kids and labradoodle, Lady.

Taylor's education consists of a Bachelor’s degree in Supply Chain Management from Brigham Young University, in Provo, Utah, and as well as an MBA through Purdue Global University. In college, he took a sabbatical to serve as a missionary for the Church of Jesus Christ of Latter-day Saints in Porto Alegre, Brazil. He has worked in supply chain management at Boeing and Tesla, and as a financial representative at Northwestern Mutual. He holds licenses in life and disability insurance, as well as Series 66 and Series 7 investment licenses through LPL Financial, and holds the CERTIFIED FINANCIAL PLANNER™ designation.

He has been married to his beautiful wife Camille for over 6 years! They enjoyed the early time in their marriage in sunny Florida where she fulfilled her dream of working at Walt Disney World, while Taylor worked on his MBA. Together, they enjoy biking, strategy games, and all things Disney or Star Wars-related. Camille was previously a competitive figure skater for over 10 years, and today is a devoted full-time mother. They, their son, and labradoodle Lady were overjoyed to welcome their daughter in 2023!

Meet Our Full Team

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

Let’s Talk and See if We’re a Fit!

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