Nick Taylor

PARTNER / WEALTH ADVISOR - CFP®, ChFC™, BFA™, FIC

Nick brings passion, intelligence and light-heartedness to discussions about finances. He is a true “people person” with an interest in understanding why people do what they do with their money. Nick’s personality is a cornerstone of the North Oaks Financial Group, making him a favorite among colleagues and clients alike!

Nick’s path to financial services began when he was doing market research discovered that very few of his family and friends felt confident they would reach their financial goals. He made it his mission to change that reality, and is proud to be the person they rely on for financial advice.

While outside the office you will often find Nick on the golf course, but he also prioritizes time with friends and family, having great conversations over good meals, watching sports, and making his wife and three kids laugh.

Nick's Values
Excellence
Friendship
Happiness
Health
Wealth
Start a Conversations with Nick

Our Team

Keith Berg
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Patty Keehr Headshot
Patty Keehr
CLIENT SERVICE PROFESSIONAL
Andy Jolivette
DIRECTOR OF LIFE ALIGNMENT
Melissa Montgomery Headshot
Melissa Montgomery
FINANCIAL PLANNING ANALYST
Maggie Farrell Headshot
Maggie Farrell
SCHEDULING & SPECIAL EVENTS
Nicole Watkins Martin
LICENSED OFFICE PROFESSIONAL