Tyler is responsible for the analysis of client investment portfolios for The Wealth Office®. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2021, Tyler was a Relationship Manager at TD Ameritrade. He graduated with a BS in Business Administration from The University of Arizona. In his free time, Tyler enjoys golfing and supporting the Chicago Cubs.
