Taylor Sohns, MBA, CIMA®, CFP®

Taylor Sohns, MBA, CIMA®, CFP®, has a diverse and extensive work experience in the financial industry. Starting in 2009, Taylor worked as a Financial Representative at Northwestern Mutual, where they conducted meetings with individuals to evaluate insurance needs and led their peer group in total sales. In 2010, Taylor joined Legg Mason as a Sales Associate and later became a Director, covering large financial advisory teams in several states. They engaged financial advisors, provided customized investment recommendations, and achieved the distinction of being a 3-time Team MVP. In 2018, Taylor briefly served as a Regional Manager at Lord, Abbett & Co. LLC, responsible for Upstate New York. In 2021, Taylor co-founded LifeGoal Investments, and in 2022, they were appointed as an Executive Advisory Board Member at Iona University LaPenta School of Business. With their extensive experience, Taylor brings a wealth of knowledge and expertise to the financial industry.

Taylor Sohns holds a Master of Business Administration (MBA) in Finance from Iona University, which was obtained from 2010 to 2012. Prior to that, Taylor obtained a Bachelor's degree in Finance from the same university, completing studies from 2007 to 2010. In addition to the educational degrees, Taylor Sohns has obtained the professional certifications of CERTIFIED FINANCIAL PLANNER™ Professional from the CFP Board in October 2020, and the Certified Investment Management Analyst (CIMA) from the Investments & Wealth Institute in May 2019.