Overview
Tyler has nine years of experience in the financial services industry serving clients.
At CLA, Tyler serves on the wealth advisory team, and coordinates with a team of professionals (tax, estate, insurance) to provide private client services to high net worth individuals and business owners. Prior to joining CLA Wealth Advisors, Tyler worked in the retirement plan industry servicing advisors and plan sponsors with their employer sponsored benefit plans. Tyler also spent two years as a Personal Banker serving clients with consumer/business accounts and lending.
Education
Tyler graduated with a Bachelor of Science degree in Finance in 2015 from North Dakota State University in Fargo, ND. He is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 63 and Series 7 licenses.