Taylor Marquardt, MBA

Taylor has been a part of the team since 2018, when she came on board as a Benefits Planner before becoming Sales Team Lead and then taking on her current role as Sales Manager. Taylor is instrumental in ensuring our customer service remains top-notch and in troubleshooting service issues for both our internal and external customers. She also plays a key role in supporting and developing our sales team, driving consistency in service delivery, and helping elevate the overall client experience. 

Taylor earned her associate degree in Business Management from Northeast Wisconsin Technical College as well as her bachelor’s degree in Business Administration and MBA from Columbia Southern University. In her prior work experience, Taylor helped clients find solutions to meet their financial goals and established strong, trusting relationships with them. This experience prepared her for her current role as a Benefits Planner where she fosters relationships with her clients and helps them find products and strategies that are suitable for their crisis planning cases. Taylor is a licensed insurance agent (life and health).

Taylor’s customer service and critical thinking skills help her as she works with clients to preserve their senior clients’ assets—something she is very passionate about. As a team player, Taylor is always seeking opportunities to help the team be the best it can be. She takes pride in fulfilling her goal of completing her MBA and being able to use the knowledge she has gained to improve herself professionally and help the company grow.

In her free time, Taylor enjoys spending time with her husband and kids as well as the rest of her family and friends. She also loves doing pretty much anything outdoors, especially in the summer, including boating, fishing, and camping.