Tyler has over five years of experience in the financial services industry serving clients. Prior to joining CLA Wealth Advisors, he worked in the retirement 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.
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.
Resources and events
Article 11/12/2019Three Financial Steps to Take When You’ve Lost a Loved One