Taylor joined QBI after graduating with a degree in economics from UC Davis and working for a CPA firm. He interned under Greg Taylor and the QBI Compliance Team learning qualified retirement plan design and administration. Taylor continues to train with the QBI Actuaries and Research Director. He also attends professional development programs to enhance his knowledge in qualified retirement plans and looks forward to working with financial advisors and CPAs in helping their clients with plan design opportunities to satisfy their objectives. Taylor covers the South Bay of Los Angeles and North Orange County areas.
Reach Taylor at:
TAYLOR.JOHNSON [AT] QBILLC.COM