Taylor Ahern
Certifications
My approach is to get to know you – understanding what is most important to you so I can design a customized financial plan to help you reach your desired goals. I’ve helped many clients achieve financial success in a variety of different areas (saving for child’s education, working through the loss of a loved one, saving for retirement, spending during retirement, incoming planning, and more).
“The choices you make today determine your financial future. Make the right choices and you will be well on your way to financial success.”
Once we have your plan created, we will review it periodically to ensure we are on track to reach your goals. I know things in life change, and I am here to help you through the difficult times as well as those that flourish. Together we can ensure your plan is keeping you headed toward your desired outcome.I enjoy being part of the community and currently serve on the Advisory Board for the Personal Financial Planning Group at the University of Missouri. I am proud to have received the New Professional Award from the University of Missouri, recognizing my career passion in addressing human needs and enhancing individual, family, and community life.
I live in Parkville with my husband, Sam, and our daughter. I enjoy volunteering at my church and the Ronald McDonald House. In my spare time I enjoy golfing, cooking/baking, and spending time with friends and family.
Call today to set up a no-obligation conversation about your financial well-being.
Primary Location
Taylor Ahern is insurance licensed in California and offers insurance services through Copper Financial & Insurance Solutions.
California Insurance Agent License #0M66143
Copper Financial & Insurance Solutions License #0J06220
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
|
Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.