True Alpha Wealth Management is pleased to announce that Tyler R. McKean, CEPA, AWMA®, Steven H. Hafner, AIF®, and Kylee O'Neil, formerly of UBS Financial, have joined the firm. The expansion of True Alpha Wealth Management includes the opening of an office at 3130 Executive Parkway, Toledo, Ohio.
Tyler R. McKean is currently a Forbes Best-In-State Wealth Advisor in Ohio and has been on Forbes America's Top Next-Generation Wealth Advisor list each year since 2017. Tyler is an Accredited Wealth Management Advisor, as well as a Certified Exit Planning Advisor. While at UBS, Tyler was a Senior Vice President and designated by UBS as a 35 Under 35 Financial Advisor in 2018 and 2019. Tyler graduated from the University of Toledo and has his Investment Specialization from the University of Geneva. Tyler strives to best understand his clients' needs, leading with holistic financial planning that not only focuses on investment assets but also their tax and estate planning needs. Tyler is an approved Dave Ramsey SmartVestor® Pro.
Steven H. Hafner is an Accredited Investment Fiduciary and will serve as our Chief Operating Officer with over 20 years as a financial professional. Steven is a proud graduate of The Ohio State University. Steven has cared for clients like family with a focus on investment management, retirement planning, and legacy creation.
Kylee O'Neil will be a relationship manager and lending expert. She holds a Series 7 and 66 securities licenses and is currently pursuing the Certified Financial Planner™ designation. Kylee has her BSA in accounting from The University of Phoenix. She lives in the suburbs of Toledo with her two children, Beckett and Tess.
True Alpha Wealth Management now has a combined 125 years of experience but more importantly, a team of experts built around handling all of the needs and complexities their clients have come to expect. As the business evolves, it is important to evolve with it and adapt to the change to better serve clients. Along with the additions of Tyler, Steven, and Kylee, the practice has also recently added Nicholas Frederick, a recent graduate of The Ohio State University, where he earned a Bachelor of Science in Business Administration, specializing in finance. He is a client liaison and is simultaneously attending a Kansas State University graduate program where he will achieve his master’s in financial planning and then sit for the Certified Financial Planner™ designation.
True Alpha Wealth Management was founded in 2018 by Brian C. Duttera and Elizabeth A. Skrinak, CFP®, former Merrill Lynch advisors with over 50 years of combined experience. True Alpha Wealth Management is a team of experienced wealth managers and investment specialists who advise affluent families and individuals, helping them design, implement, and follow plans to address their current needs and legacy plans. They work as a team with their clients’ accountant and estate planning attorney to strategically help families be smarter with their wealth over multiple generations.