Tyler is passionate about helping people plan for a financial future in a way that best meets their individual lifestyle desires and goals. “Together, we design financial strategies that are suited to each client’s unique situation and carefully plan for life’s uncertainties so they can enjoy retirement with financial confidence,” Tyler says.
He provides each client with a personalized, comprehensive financial plan and investment portfolio analysis designed to maximize opportunities and support a quality way of life throughout retirement and for generations to come.
Tyler is well versed in designing plans to help preserve wealth and provide seamless transitioning of family wealth to the rightful beneficiaries. He coordinates his efforts with clients’ estate attorneys and accountants to bring cohesion to the process of building and fulfilling their legacy plans.
Tyler joined Raymond James in April 2019. He began his career more than 16 years ago at Wells Fargo Bank, where he was a registered financial professional and private banker serving affluent clients in Lake, Sumter and Marion counties. He holds Series 6, 7, 63 and 65 securities licenses.
Tyler is originally from Oklahoma City and moved to Leesburg with his family in 2004. He lives here today with his wife, Leah, and their daughters, Aubrey and Sydney. Other family members include their two German shepherds, Ada and Max.
In his free time, Tyler enjoys boating and fishing in area lakes and vacationing with his family on Florida beaches. He is a board member of the local Rotary Club, where he was named Rotarian of the Year. The club’s motto, service above self, is a thread woven throughout his career and practiced on a daily basis.