Tyler has found his niche in the company and services our small company retirement plans. You can also find him generating financial plans, conducting investment research, and preparing and assisting with client meetings. On top of being an LPL Financial Advisor, he holds his CERTIFIED FINANCIAL PLANNER™ designation.
He has always had a heart for helping others and a natural curiosity for math and investments. After a couple summers of shadowing his father, he discovered his passion and began preparing himself for his future position. He would go on and receive a Bachelor of Science degree in Economics and minor in Finance from the University of Arizona. He also took on leadership positions serving on the executive board of his fraternity and as an Eller Ambassador to the school of business. His experience taught him both management and life skills that have proven to be invaluable in his ability to work with both clients and his coworkers.
Tyler is the world traveler of the group. He’s been to 6 different countries and more likely than not is already planning his next international excursion. When not traveling the world, he enjoys living an active lifestyle filled with golfing, skiing, and attending sporting events with his friends.
Just like his dad, Tyler is an avid community volunteer. He serves as a board member for the YMCA of the East Valley and San Bernardino County Museum Association.