My passion is helping others accomplish and maintain their version of financial independence through strategic planning. I love learning about the unique attributes of each family I work with to create a customized plan built around their goals. Having had the fortune of growing up in a family of advisors, I have seen the positive impact an advisor can have. My goal is to help clients get organized and build confidence in their future through a multi-disciplinary approach that spans the following areas:
• Retirement Planning • Financial Strategies • Long Term Care • Legacy Aspirations • Estate Planning Concerns • Philanthropy & Giving • Cash Flow Budgeting • Debt Management • Life Insurance
My team and I place a premium on client service by focusing on providing a highly responsive and proactive client service experience. We are good strategic thinkers and encourage a collaborative approach to goal setting and decision making among your trusted CPA and Attorney.
Tyler Wedell is a Senior Financial Advisor, First Vice President, and CERTIFIED FINANCIAL PLANNER® Professional. Tyler has been advising clients in areas of financial planning since 2010 and is passionate about helping families prepare for retirement. He takes his responsibility to serve clients very seriously and is dedicated to helping protect and grow their wealth through a personalized financial plan focused on each client's goals. Tyler graduated from Northern Illinois University with a Bachelor of Science degree in Finance. He enjoys serving at his church, hiking, camping, traveling, and playing golf.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
