Josh Taylor, CFP, CLU, President
Kompass Financial Advisors
For more than 20 years, Josh has been helping businesses and individuals protect themselves through risk management techniques and investment consulting. Because of Josh’s experience and background, he can bring a unique perspective to your financial outlook that will achieve your goals.
Raised on a farm in southwest Nebraska, Josh learned the values of hard work, honesty and personal initiative through his parents, teachers and coaches. These values serve him and his clients well today.
In addition to guiding individuals and businesses, Josh has conducted “Financial Strategies for Successful Retirement” seminars at the Community College of Aurora and for the Denver Bar and Colorado Pharmacists Associations.
Away from the office, Josh enjoys spending time with his wife Deborah and their families, volunteering at his church, and cycling. An avid cycler, he has held various leadership positions with the local chapter of the International Christian Cycling Club, having been the promoter for the annual Wheels of Thunder Classic Cycle Race and the co-chairman for the Pedal 4A Purpose cycling fundraiser. A diehard Husker fan, Josh also enjoys sports, as well as woodworking, reading, writing, hunting, and a variety of other activities.
Education
Bachelors of Science Degree Agricultural Economics
University of Nebraska – Lincoln, Nebraska
Certified Financial Planner Designation
Certified Financial Planner, Board of Standards, Inc. – Denver, Colorado
Chartered Life Underwriter Designation
American College – Bryn
Mar, Pennsylvania |
|
