Taylor Paules, CFP®, EA
Assistant Vice President, Financial Planner
Experience & Background
Taylor Paules is a CFP® professional and Enrolled Agent (EA) who specializes in helping clients make smart, tax-efficient financial decisions. He works closely with individuals and families to develop comprehensive financial plans that bring together investment management, tax planning, retirement planning, estate considerations, and other key aspects of their financial lives.
Taylor joined The Burchfield Group in 2022 and brings experience in financial planning and wealth management from roles at Baird, TIAA, and Fidelity Investments. His passion is helping clients simplify complex financial decisions and gain confidence in their long-term plan.
Outside the Office
A Colorado native, Taylor enjoys spending time in the mountains with his wife and dogs. Outside of work, you'll often find him skiing, mountain biking, golfing, or planning his next travel adventure.