Taylor Karels, Cfp®, Crpc® Email & Phone Number

For more than 35 years, Accredited Investors Wealth Management® has integrated detailed financial planning and custom portfolio management to provide clients peace of mind. At Accredited, we work to align your money with your values, empowering you to spend your life wisely. Our team is comprised of professionals with skills and expertise in investing, retirement, legacy, and tax planning. With a shared dedication to asking questions, not simply answering them, we work collaboratively to craft personalized strategies for each client family. To provide continuity, service, and technical guidance, every Accredited client works with a dedicated team, as well as subject matter experts throughout the firm. As a fully independent firm owned by a group of employee shareholders, Accredited’s mission is to improve the individual and collective lives of all we serve: our clients, our colleagues and our community. Spend Your Life Wisely™

Plymouth, Minnesota, United States

• Prepare financial plans and investment policy statements for upcoming client meetings • Participate in client meetings in collaboration with Advisors, recording meeting notes, establishing relationships with clients and assist with follow up tasks that result from meetings • Investment Committee: Meet with wholesalers to learn about new product offerings, participate in annual reviews of investment models and any changes that might be necessary with changing environments• Health and Wellness Committee: Encourage colleagues to prioritize physical and mental health, build team morale, and support GEN’s philanthropic values

• Upon promotion facilitated the formation of the first new team in over 10 years by developing a mission statement, and setting standard work • Analyzed client financial needs and determined goals based on building rapport and leading questions • Scheduled and led meetings with financial planning clients and designed a personalized strategy based on their goals and current financial situation • Utilized managed accounts, annuities, life, disability, and long-term care insurance to build a holistic financial plan to ensure clients achieve their financial goals• Awards: Quarterly Top Performer

Minneapolis, Minnesota

• Supervised over $90 million in the managed accounts pipeline by monitoring semi-annual account reviews, ensuring that either the advisor or myself completes them with the client • Fielded inbound calls to assist clients with questions or concerns they may have on their accounts• Awards: Circle of Success; Quarterly Achievement Award

Minneapolis, Minnesota

• Contacted clients to schedule their systematic meetings with their advising team• Fielded inbound calls to assist with service work or transfer to the appropriate department

Estherville, Iowa

Estherville, Iowa

Estherville, Iowa

Bachelor Of Business Administration - Bba, Finance, General

Member of: Campus Activities Board University Bands Gardener’s Club

Education record

Activities and Societies:Participated in the CIMBA Undergraduate Study Abroad Program (September 2017 - December 2017) • Studied business.

High School Diploma

Member of: Student Council Purple Cord Band (Marching, Jazz, Pep, and Concert) National Honor Society