Tyler has 10 years of experience advising clients on investment, insurance, and financial decisions. Tyler started his career with Northwestern Mutual, and was recognized as a top five intern nationally. From there Tyler started and ran one of the most successful fee-based planning practices in the MassMutual network, a Fortune 100 financial services firm, where he was named to the prestigious MassMutual Freshman Five and was recognized as a Young Entrepeneur of the Year by Minneapolis/St. Paul Business Magazine. Tyler left MassMutual to become the youngest Partner at Lion Street, a national organization of independent advisors.
Tyler’s wide range of experience includes high net-worth and ultra high net-worth wealth transfer planning, estate planning, business succession planning, executive compensation, and premium financed life insurance planning.
He graduated 2013 from the University of Wisconsin – La Crosse with a B.A. in Management and later received his Certified Financial Planner (non-active) designation from Bryant University. Series 65, Life and Health Licensed.