Tyler Lulay is a branch manager and CERTIFIED FINANCIAL PLANNER™ professional with Raymond James Financial Services, Inc., member FINRA/SIPC. He began his investment planning career in 2009. Like Dennis, Tyler specializes in helping people manage and preserve wealth for retirement. He graduated from Montana State University in Bozeman, Montana with a degree in Business Marketing and a minor in Entrepreneurship.
Tyler was born and raised in the Stayton area and attended Regis High School. He holds the following licenses and registrations: Series 6 – Investment Company Products/Variable Life Contracts Representative, Series 7 – General Securities Representatives, Series 24 - General Securities Principal, Series 63 – Uniform Securities Agent State Law, Series 65 - Registered Investment Advisor, and Life and Health Agent. He has also obtained his CERTIFIED FINANCIAL PLANNER™ certification.
Tyler is a member of the Stayton-Sublimity Chamber of Commerce and in recent years has served on the Regis St. Mary Catholic School Board of Directors and the Stayton Public Library Foundation Board of Directors. He lives in Sublimity with his wife Autumn and their daughters Lexi, Gracie, Jessie, and Maggie. Out of the office Tyler enjoys spending time with Autumn and their girls, following his favorite sports teams – the Blazers, the Beavers, and the Montana State Bobcats - reading books, and being involved in his church.
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 marks.