Taylor Vance
Helping college students get the advice they need to make smart money decisions
- Role
- Director of Operations at Soundmark Wealth Management, Llc
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Taylor Vance
I\'m Taylor Vance, I\'ve been helping people make good decisions with their money for over a decade. I am passionate about helping college students and young professionals achieve their money goals. I\'m committed to providing high-quality personalized advice to those who have been historically underserved by the financial services industry. At Ask Somebody Who Knows, my goal is to improve the lives of 1 million college students and young professionals across the United States by providing them with the money advice and education they need to build a strong financial future. Through my work as a project manager at Soundmark Wealth Management, I bring a wealth of expertise in business strategy, process optimization, and financial planning acumen to help our clients achieve their financial goals and build long-term wealth. In my free time, I enjoy volunteering with local organizations that promote financial literacy and education, being involved with the Utah County entrepreneurial community, and playing basketball or soccer. I\'m committed to using my skills and expertise to make a positive impact in the world and help others achieve their money goals. I love to connect with cool people building cool things. Please reach out and let\'s find a way to help each other move forward!
Experience
Director of Operations
Soundmark Wealth Management, Llc
Oct 2021 — Present · Kirkland, WA, US
Education
Utah Valley University
Master of Business Administration - MBA, Tech Management
Utah Valley University
Bachelor’s Degree, Personal Financial Planning
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