Amy Taylor

Investment Advisor Representative, Registered Principal

Amy moved to Arcata in 1995 to attend Humboldt State University and has lived here ever since. Her desire to help others identify and actualize their long-term financial goals led her to the financial services industry in 2008. She works closely with her clients to formulate comprehensive investment strategies to guide them towards their personal goals.  

Amy holds her Series 7, 66 and 24 securities registrations with LPL Financial and California insurance producer’s license. When not in the office, Amy enjoys spending time with her family and enjoying all that the beautiful Northcoast has to offer.

Phone (707) 822-7241
Fax (707) 822-2633