Team Members

Taylor Zimmerman, CFP®

Assistant Vice-President, Relationship Management

Taylor brings a decade of experience to Cardinal, working through a holistic approach to financial planning and guidance for his clients.  He has developed long-lasting, professional relationships with his clients ensuring proper care of their financial strategies so that they can focus on what’s truly important to them. Taylor specializes in the efficiency and management of cash flow with the aim of creating a strong confidence level for his clients and their retirement and financial plans. Taylor holds the Certified Financial Planning designation. Prior to joining Cardinal, Taylor began his career with Abacus Wealth Management and most recently worked at Zimmerman Capital with Portfolio Strategies.

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