Tyler is a Client Specialist with 10 years of experience in the Financial Industry. He previously held roles servicing client accounts in Sioux Falls, SD at the Baird office, Mortgage Servicing at CorTrust Bank & Wells Fargo Student Loan Inbound Sales Specialist.
Tyler has a positive attitude and will always go the extra mile helping clients. He prides himself with his strong communication skills, remarkable work ethic and always strives to provide his clients with the best customer service.
Tyler is a South Dakota native. He started at the Sioux Falls Baird office in 2018 and relocated to Arizona November of 2022. Tyler enjoys spending time with his niece Emerson, singing karaoke, playing sand and court volleyball, traveling, attending concerts, and being outside at the pool whenever he can.
Tyler was awarded the 2021 Branch Support Staff Allstar for his top-notch expertise helping clients, Advisors, coworkers, and colleagues. Tyler holds his series 7 and series 66 licenses. You always see Tyler around the office with a bright smile on his face.
Tyler earned his Wealth Management Certified Professional® designation. This Designation is earned by financial professionals who successfully complete a rigorous curriculum of modern-day goal-based portfolio strategies. The WMCP® program’s evidence-based strategies equip financial professionals with the knowledge to develop sophisticated, tax-efficient plans that meet a range of client goals.
