Tyler believes in a team approach, working together with a client's accountant and attorney to bring a holistic approach to managing a family’s wealth. Working with a limited number of clients, Tyler can direct his focus to best help clients navigate through their unique situations. Tyler has been the recipient of numerous awards, notably recognition by Forbes as a Best in State Wealth Advisor.
Capabilities to Impact Your Life and Wealth
Tyler was recognized by Forbes and SHOOK Research as one of Forbes Best-in-State Wealth Advisors* in 2020. He also has been on Forbes Best-In-State Next-Generation Wealth Advisor list since 2017.** He is one of the country’s top next-gen advisors and represents the future of the wealth management industry.
Accredited Wealth Management AdvisorSM
Tyler has proven that he is dedicated to behavioral finance by earning his Accredited Wealth Management AdvisorSM designation. Tyler prides himself on working with small business owners, and succession/exit planning.
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 that includes life after business planning.
Dave Ramsey SmartVestor Pro
Tyler has been vetted, interviewed, and selected by the team at Dave Ramsey Solutions. Tyler adheres to their code of conduct. He will treat you like a teammate, not a transaction. As a SmartVestor Pro, Tyler will commit to educating and empowering you.
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.
Making a Difference in My Community
Giving back to his community is top of mind for Tyler –he is a member of Toledo Rotary and The Toledo Club.
Outside the Office
A native of Oak Harbor, he lives with his wife Megan, son Murphy, and daughter Willa in Ottawa Hills, Ohio. Tyler enjoys being outdoors with his family and their two dogs.
*For research/selection methodology go to Forbes Best-in-State Wealth Advisor
**For research/selection methodology go to Forbes Top Next-Gen Wealth Advisors