| About Our Company
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TWM provides comprehensive management for institutions and foundations, as well as services tailored for individual clients. If you are an individual investor it is common for us to assist you and if applicable your parents, siblings, children, grandchildren, relatives and trustees in a comprehensive financial advisory framework. The multi-generational focus and intimate knowledge of your unique circumstances are what differentiate us from our competition. Core Principals
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| Louis C. Taylor Senior Wealth Manager Louis C. Taylor has been serving his clients as a dedicated financial professional since 1998. He earned his B.A. in International Business from Western Oregon University and began his career with a private Wall Street based firm in Beaverton, OR. Expanding his career horizons, Louis moved to Crown Capital Securities, L.P. an independent broker dealer in July of 2004 where as an independent adviser he developed broad-based financial strategic plans catering to clients in the accumulation phase, retired clients in the distribution phase and protecting clients assets in adverse markets. In March 2010, Louis formed TWM Wealth Management to continue to serve the needs of his clients and provide a seamless, thoughtful approach to wealth management. His goal is to build a long term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations. Currently he is completing his Certified Financial Planner certification through the American College for Financial Planners, is required to adhere to a professional code of ethics and to meet annual continuing education requirements to maintain his expertise. Philanthropy is important to Louis and he is a supporter of the Friends of the Children Organization, currently serves on the Foundation Board of Trustees at Western Oregon University, served as the treasurer of the finance and planned giving committee, sat on the executive committee and is a life-long resident of Oregon. Megan Reink Senior Registered Associate Megan has been in the financial services industry for 13 years. She received her Bachelor’s degree from University of San Diego where she studied Psychology and Business Administration. Shortly after graduation, she began her career with Merrill Lynch where her focus was directed and focused on institutional clients. In 2008, she moved to Morgan Stanley Smith Barney where she played a pivotal role in her team’s operational excellence. Megan now joins TWM Wealth Management, Corp where her expertise will be used to assist in the growth and operational excellence, as well as to provide our clients with a higher level of service. She is Series 7, 63 and 66 licensed. Megan, along with her husband Trevor, have two children. She enjoys traveling, running, and spending time as a family. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| © Copyright 2015 Taylor Wealth Management, Corp. All Rights Reserved. Securities and Advisory Services offered through Crown Capital Securities, L.P. A Registered Investment Advisor. Member FINRA/SIPC.
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