Taylor Baumgartner, CFP®, CEPA®
Login to view DISC.Taylor Baumgartner is a Wealth Management Advisor and Field Director with Northwestern Mutual in Houston. A former civil engineer and Texas A&M graduate, he holds both CFP® and CEPA® certifications. He now applies engineering principles to financial planning, helping professionals and families navigate complex wealth management and retirement decisions.
His career change was driven by a desire for more service-oriented work where he could make a tangible difference in peoples lives. His professional approach is grounded in building relationships based on trust and integrity, and his headline references Proverbs, suggesting his personal values play a significant role in his work.
Unique fact: Taylor calls himself a “financial engineer,” leveraging his decade-long background in civil engineering to bring a disciplined, solutions-oriented approach to financial planning.
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