Tyler joined the Retirement Plan Services team in August 2022. He assists the Director of Retirement
Plan Services to implement fund changes and update 401k plan client’s information as needed. In
addition to his work, Tyler is committed to ongoing education and staying current with the latest trends
and developments in the retirement planning industry. He is always seeking new and innovative ways to
help clients achieve their retirement goals while looking for opportunities to improve his skills and
knowledge.
Education/Training:
B.S. Business Administration, Finance, Auburn University 2021
Series 65, 2023
Certified Plan Fiduciary Advisor (CPFA) Certification 2023
Personal info:
My hobbies include Tennis, Golf, & Boating.
- Wrestling coach for the Curtis Corner Middle School team (2021-present)
- Eagle Scout (BSA 2016)