After graduating from Yale University in 2015, Tyler started his career with Procter & Gamble, working in Seattle on P&G's Amazon business.
Today, as a CERTIFIED FINANCIAL PLANNER™ professional at Baird, Tyler serves a select group of affluent individuals and families, primarily comprised of physicians, corporate executives, business owners, and high net worth families - advising them on all aspects of their financial lives. Tyler takes a personal approach to comprehensive financial planning, focusing on long-term wealth strategies, including investment management, specific goal identification and tracking, estate planning, tax mitigation, and philanthropic strategies, as well as partnering with clients' other trusted advisors (i.e. CPA and estate planning attorney) to create a holistic approach to adding value.
After living in the Pacific Northwest and in Cincinnati, Tyler and his wife, Kaytlin, have moved back to their hometown to raise their daughter (Emerson) and family in Huntington. Tyler serves his community as a board member of the Marshall University Quarterback Club. While not in the office or spending time with clients, you will find Tyler at Guyan Golf & Country Club, a local sporting event, or spending time with family and friends over bourbon and a cigar.
"The greatest luxury in life is the financial peace of mind that comes as a result of intentional, comprehensive financial planning."
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.