Tyler’s Story:
Tyler opened his financial services practice in 2013, transitioning from a rewarding career in social work and international development. Tyler provides comprehensive, holistic, and human-centered financial planning, helping to both develop the initial plan and implement action steps throughout the year. His purpose is to combine financial planning with comprehensive investment management to help drive better financial outcomes for his clients.
Professional Experience & Qualifications:
Tyler brings a diverse background and extensive qualifications to WealthClarity. His professional experience and qualifications include:
- Colorado Christian University: Bachelor of Science (2005)
- Worked 8 years in social work and mental health counseling before becoming a Financial Advisor in 2013
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CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner (2016): Gained expertise in estate planning, tax planning, and investment management
- Chartered Financial Analyst (CFA) Charter Holder (2023): Enhanced expertise in investment management within both public and private markets, as well as business financial statement analysis
Specialties:
Tyler specializes in:
- Comprehensive financial planning, focusing on wealth-building disciplines of prudent financial management and tax planning
- Discretionary portfolio management services for all clients, incorporating both passive and active investment strategies in public markets
- Tactical asset management and alternative investment exposures for clients with over $100,000
- Trading and individual stock portfolios for select clients with portfolios over $1 million
- Avoiding complex financial products such as annuities and various types of whole life policies, and seldom selling products in which I would receive a commission, except 529 college savings plans and term life insurance at the client’s request
Fun Fact:
Tyler plays basketball weekly at Golden Community Center, where he lives out all his childhood dreams.
Scheduling:
Please schedule with Tyler through the calendar link below or by emailing Tyler directly at tyler@wealthclarity.com
Disclaimer(s):
- *Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark