Tyler believes to serve a client it needs to be on a fiduciary-mandate, to always put their clients' best interest first. He believes it is best by leading with a team approach, working together with a client's other trusted advisors, accountants and attorneys to bring a holistic approach to managing and protecting a family's wealth. Tyler works with a limited number of clients, delivering an effective plan to help a family achieve their financial goals.
Capabilities to Impact Your Life and Wealth
Tyler has been the recipient of numerous awards, most notably by Forbes and Shook Research as a Forbes Best-In-State Wealth Advisor and by Advisor Hub as the #1 Next-Gen Advisor to Watch. He also has been on Forbes Best-In-State Next-Generation Wealth Advisor list from 2017 to 2020 and 2023.
Accredited Wealth Management AdvisorSM
The AWMA® designation is the certification you receive after successfully completing the AWMA® Professional Designation Program. It is an indication that you can effectively identify, analyze, and recommend strategies for the unique needs of high-net-worth clients. The AWMA® mark assures your clients that you have the education and knowledge to help them achieve their wealth management goals.
Certified Exit Planning Advisor®
Tyler has been awarded the Certified Exit Planning Advisor® certification which is integral to businesses and their owners who require a process to maximize business value, integrate personal financial planning before and after the transition of a business and bringing a team of professionals together to best achieve their goals.
CERTIFIED FINANCIAL FIDUCIARY®
Tyler successfully completed a rigorous certification and training process established by National Association of Certified Financial Fiduciaries™ (NACFF) and The American Financial Education Alliance (AFEA). Tyler is committed to excellence and a team culture of highly ethical financial professionals who act with the highest integrity – not just when regulations require. Tyler is committed to his higher dedication, trust and accountability to investors.
Investment Management Specialization through University of Geneva
Tyler completed a rigorous financial course through the University of Geneva which strengthened Tyler’s comprehension of:
- Risk Management
- Understanding Financial Markets
- Meeting Investors’ Goals
- Portfolio and Risk Management
- Securing Investment Returns in the Long Run
- Planning for his Client’s Wealth over a 5-year Horizon
Graduate of the University of Toledo
Tyler earned his bachelor’s degree in financial services and economics.
Outside the Office
A native of Oak Harbor, he lives with his wife Megan, son Murphy, and daughter Willa in Ottawa Hills, Ohio with their golden doodle Cooper and cats Kitty Bop and Stubs.
*For research/selection methodology go to Forbes Best-in-State Wealth Ad
**For research/selection methodology go to Forbes Top Next-Gen Wealth Advisors
***For research/selection methodology go to AdvisorHub 200 Fast Growing Advisors To Watch
****For research/selection methodology go to Forbes Best-In-State Wealth Ad 2023