Denver, CO
Principal & Senior Wealth Advisor
Tyler is an experienced wealth advisor with over thirteen years of experience in the financial services industry. He specializes in working with high-net-worth and ultra-high-net-worth clients to build holistic plans and simplify the complexities of their financial lives. Tyler received his B.S. in Financial Counseling and Planning from Purdue University. Before joining Compound Planning, Tyler served on the Private Client team at Empower and Personal Capital. Prior to Personal Capital, he worked as a Portfolio Research Associate with Lighthouse Financial LLC, Stockbroker with Scottrade, and Financial Advisor with Waddell & Reed in Denver/B...
More
Experience
Empower
1 year
Personal Capital
9 years
Lighthouse Financial LLC
1 year
Scottrade
1 year
Waddell & Reed
2 years
Qualifications
Purdue University
Financial Counseling and Planning, BS
Series 66
FINRA
Specialities
Investment management
Public equities
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Risk management
Asset allocation
Behavioral finance