Marcus Taylor, MBA
Financial Planner | Financial Advisor
I grew up in Villisca, Iowa, where I currently live with my wife. Immediately following High School, I enlisted in the Iowa Army National Guard as a Light-Wheeled Vehicle Mechanic, where I am now serving as a Staff Sergeant 10 years later. I used my education benefits to attend college and finished my educational career (for now) at the University of Nebraska-Omaha with an MBA degree in Investment Science and Portfolio Management.
My wife, Shelby, and I are expecting our first child in April of 2023! As a soon-to-be Father, I am reminded of one of the books that stuck with me most as a kid - “101 Marvelous Money Making Ideas for Kids.” Throughout my life, I have seen and experienced how important financial decisions can be in living comfortably and working towards what you want in life. Because of this and being service-oriented, I enjoy using my knowledge and position to help others.
Working at Milestone Financial Group has really given me the ability to spread knowledge, assist those who need help, or simply help people have the time to do the things they want to do! In my spare time, I tend to focus on home and car projects and other “hands-on” activities.