Meet Tyler

 

As a Wealth Advisor, Tyler helps clients identify and achieve their personal, financial, and business goals. Tyler is passionate about following a disciplined, rules-based approach for his client’s personalized financial plans.  By being objective and providing education to clients, Tyler empowers his clients to make the most beneficial decisions not only for today, but also for the future.

Tyler graduated from Albion College with a BS in Economics and Management. His area of knowledge includes Tax Planning, Estate Planning, Business Succession Planning, Business Tax Planning, Portfolio Management and Retirement Planning.  Tyler is a Certified Financial Planner™ and a registered Securities Agent and Investment Advisor who holds his Series 7 registration with Cetera Advisor Networks, LLC and Series 66 registration with CWM, LLC.  He also holds his Life, Accident, and Health insurance licenses. Tyler believes continued education is paramount to helping clients achieve their goals.  Tyler is active in the Society of Financial Service Professionals and has completed Level I of the Chartered Financial Analyst™ program.

Tyler was recognized by Forbes in 2019 as one of America’s Top Next-Gen Advisors.

Tyler grew up in Swartz Creek, MI and lives in Royal Oak, MI with his dogs Lucy and Lola. Outside of the office Tyler enjoys being outdoors, watching sporting events, gardening, archery and reading.

Favorite food:

Pad Thai Curry

If I could meet anyone, past or present, it would be:

James Edgar Hoover

Favorite book:

Dark Pools: The Rise of the Machine Traders and the Rigging of the U.S. Stock Market by Scott Patterson

Favorite movie:

The Avengers

What motivates you:

Improving myself

Place you’d most like to visit:

Mediterranean Sea

Biggest accomplishment:

Passing level I of the FRM program