With more than 17 years of experience assisting clients with their finances, Tyler focuses in helping individuals, families, and businesses manage and preserve wealth. Tyler’s clients look to him for guidance with the ever-changing financial markets and their unique circumstances and goals.
Tyler’s goal is to help his clients with critical elements of their long-term investment planning to achieve financial independence. He is primarily concerned with the prudent stewardship and preservation of their capital.
Tyler attended the University of Phoenix with a focus in Business Finance and accounting. He holds his FINRA Series 7, 66 registrations, and Life Insurance licenses. Before Tyler served his clients as a Financial Advisor, he worked in banking, lending, and Trust management.
Away from the office, Tyler enjoys being an active member of The Church of Garden Valley in Lindale and loves spending time with his wife, Shelby, and their three children, Brooklyn, Kate, and Hunter. He also enjoys the outdoors, such as bass fishing and gardening with his wife.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
