Taylor Moline

FINANCIAL PLANNING SPECIALIST

Where did you grow up?

Buffalo, MN

What was your first job?

Shelf stocker at Cub Foods

When did you join the NOFG team?

December of 2020

What are your primary responsibilities at NOFG?

Preparing and updating financial plans for our clients.

What do you enjoy most about your role/work?

I enjoy assisting our advisors in providing financial planning solutions and support for our clients.

What do clients seem to appreciate most about you?

The timeliness, organization, and accuracy of financial reports presented in appointments.

Have you ever won an award? If so, what was it for?

Top 10 finalist representing St Cloud State in an international team sales management competition.

How do you spend your time away from work?

You’ll find me hiking the many trails around the state with my fiance and our corgi, taking trips to the cabin, playing strategic board games and listening to a wide variety of podcasts.

Do you have a favorite…sports team, show, movie or book?

I’m always rooting for the Twins and Vikings
Taylor's Values
Relationships
Health
Integrity
Education
Wealth
Start a Conversations with Taylor

Our Team

Keith Berg
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Carter Michaelson
WEALTH ADVISOR
Patty Keehr Headshot
Patty Keehr
INVESTMENT SOLUTIONS SPECIALIST
Andy Jolivette
CLIENT RELATIONSHIP MANAGER
Melissa Montgomery Headshot
Melissa Montgomery
CLIENT COORDINATION MANAGER
Maggie Farrell Headshot
Maggie Farrell
OPERATIONS OFFICER
Corigan Klocek
Office Professional