Taylor Kenrich
Taylor works primarily with individuals and couples within 15 years of retirement, helping them navigate the financial decisions that come with one of life's biggest transitions. She believes retirement is about more than reaching a financial goal. It's about creating the freedom and confidence to enjoy the life you've worked hard to build.
Taylor’s passion for financial planning comes from seeing how much uncertainty people face as they approach retirement. That passion is reflected in the long-term relationships she builds with clients, grounded in trust, transparency, and personalized advice. Her philosophy is simple: every financial plan should be driven by a client's goals, not by market noise. By taking the time to understand each person's unique priorities, she helps create strategies designed to provide clarity and confidence through every stage of life.
Taylor holds her Series 7, Series 66, and Life Insurance licenses.
Outside of work, Taylor enjoys staying active and embracing new challenges. In 2026, she completed the Boston Marathon and is now setting her sights on the New York City Marathon. During the summer, you'll often find her at the beach and spending weekends with her family in New York. She is also proud to serve on the Patient Family Advisory Council at Winchester Hospital, where her lifelong appreciation for healthcare, inspired by her mother's career in the field, comes together with her commitment to giving back to the community where she grew up.
Let's Start the Conversation
Whether you're balancing competing financial priorities, wondering what comes after maximizing your 401(k), or preparing to take the leap into retirement, Taylor is here to help.
Schedule a complimentary conversation using the link below to discuss your goals and start building a strategy for the future you envision.
Media Mentions
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