Tyler Duckworth, AIF®, CPFA
Retirement Plan Relationship Manager
Tyler joined the Retirement Plan Services team in August 2022 as a Service Specialist and now oversees all aspects of the firm’s retirement plan business as our Retirement Plan Relationship Manager. He manages the implementation of fund changes, updates 401(k) plan information for clients, and ensures seamless plan administration. Committed to professional growth, Tyler stays current with the latest trends and developments in the retirement planning industry, always seeking innovative ways to help clients achieve their retirement goals while building on his own expertise.
Education/Training:
B.S. Business Administration, Finance, Auburn University 2021
Series 65, 2023
Certified Plan Fiduciary Advisor (CPFA) Certification 2023
Accredited Investment Fiduciary (AIF) Fi360 2024
Personal info:
Tyler's hobbies include Golf, Tennis, and Hiking
- Wrestling coach for the Curtis Corner Middle School team (2021-present)
- Eagle Scout (BSA 2016)”