Cliff Taylor, CFP®
Investment Advisor Representative & Financial Planner
Cliff joined the Values First team in the spring of 2021. He attended Liberty University for a Bachelor of Science degree in Financial Planning. His educational background and work history has given him the tools and skills necessary to complement the Values First team. Cliff obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2023 because he has a passion for serving people well and helping them reach their long-term financial goals.
Cliff married his wife, Jacquelyn, in 2017. Originally from NY, they greatly enjoy the outdoors and traveling together. When he is not working, Cliff looks for opportunities to camp, hike, and serve in the community.
Our 3 Step Plan
Serving with competency, genuine care, and a principle-centered approach