President, Investment Advisor
Louis C. Taylor is a distinguished entrepreneur and the proud owner of TWM Wealth Management Corp, an esteemed investment advisory firm specializing in comprehensive financial services and wealth management. With a diverse portfolio of companies under his ownership, Taylor has dedicated himself to helping clients achieve financial success through tailored strategies that empower their money to work for them in their desired ways.
With 25 years of experience in the financial services industry, Louis has served as a trusted advisor, guiding clients’ decision-making process. His experience has been instrumental in generating long-term wealth and fostering environments for sustainable growth in their businesses
Senior Registered Associate,
Assistant to Louis Taylor
Megan has been in the financial industry for over 25 years. She earned her Bachelor of Arts degree in Psychology and Business Administration from the University of San Diego. Her career began at Merrill Lynch in 1998 where she supported financial advisors who focused on institutional business and high net worth individuals. While at Merrill Lynch she also obtained her Series 7 and 66 securities licenses. After ten years at Merrill Lynch, she moved with her team over to Morgan Stanley where she spent the next three years. In October 2011, Megan began working with TWM where she continues to provide excellent service to their clients and assist with their financial needs.
Operations, Analytics & Reporting
CJ Chinn is the VP of Operations Analytics and Reporting at TWM, where he leverages his extensive expertise in data analysis to enhance client services for small businesses and corporations. With a decade of experience at Nike and subsequent roles at Vans, CJ specializes in data-driven decision-making and process improvement.
At TWM, he leads initiatives that focus on analytics and reporting, empowering clients to make informed decisions that drive operational efficiency and growth. His experience managing technology portfolios and leading large-scale projects, including Supply Chain ERP transformation, complements his recent focus on AI, further enhancing TWM’s ability to deliver innovative, data-driven solutions.
Attorney, Head of Legal
Efrem Lawrence is an Estate Planning Specialist at TWM, bringing 9 years of experience in guiding high-net-worth individuals through the complexities of estate planning. With a deep understanding of wealth preservation and legacy planning, Efrem offers tailored strategies that align with the unique goals and values of TWM’s distinguished clientele. His expertise ensures that clients’ estates are structured to protect their assets, provide for their loved ones, and fulfill their long-term vision with the highest level of care.
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