Tyler works with multi-generational families and business owners to help navigate complex financial decisions and develop personalized, long-term wealth strategies.
He focuses on delivering tax-efficient retirement solutions, multi-generational legacy planning, and comprehensive portfolio management, helping clients balance current financial priorities with long-term goals.
Since joining Merrill in 2014, Tyler takes a thoughtful, relationship-driven approach, helping clients define their financial goals and develop comprehensive strategies aligned with their long-term vision.
He has a particular focus on retirement cash flow planning and tax-efficient investment strategies, supporting clients as they plan for the future while navigating key financial decisions and transitions.
Tyler holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification and earned a bachelor’s degree in Corporate Communications from Elon University.
Outside of the office, Tyler resides in Olney, Maryland, with his wife, Kristen, and their two sons, Brady and Riley, and is an avid golfer.
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.
