Financial Planning & Tax Specialists, Jacob Taylor and Krystal Fortner, earn rights to use CERTIFIED FINANCIAL PLANNERTM designation.
The Busey Wealth Management team congratulates Financial Planning & Tax Specialists, Jacob Taylor and Krystal Fortner, on earning their CERTIFIED FINANCIAL PLANNER TM designations by the CFP Board of Standards. The CFP® designation is one of the most prestigious in the financial industry and is widely recognized as a symbol of professional expertise and integrity.
Taylor and Fortnerassist financial and wealth advisors in engaging clients through the financial planning process. Their responsibilities include compiling data, creating personal financial statements, performing analysis and aiding in the development of recommendations and strategies to strengthen clients’ financial health. Taylor graduated with honors from the University of Illinois at Urbana-Champaign with a degree in Agriculture and Consumer Economics. Fortner graduated from California State University, East Bay with her Masters of Business Administration in Finance.
With nearly 70 years of experience, the five member Financial Planning & Tax team helps clients explore tax, legal and financial planning options available and most appropriate for their unique financial situation. The team serves all Busey Wealth Management clients.