About Tyler
As a Private Wealth Advisor at Hilltop, I help individuals and families organize their financial lives and make thoughtful decisions about their future. I work closely with clients to identify what’s most important to them and simplify complex planning, investment, and tax considerations so they can focus more on living their lives with clarity and confidence.
I especially enjoy getting to know what matters most to clients and helping turn complex financial situations into clear, manageable plans. I’m particularly passionate about working with clients during transition periods. Those moments often bring both uncertainty and opportunity, and I enjoy providing long-term perspective and steady guidance so clients can make thoughtful decisions that align with their goals.
My interest in the markets initially led me toward this career, but what solidified it was recognizing the positive impact I could have by helping individuals through disciplined investing and comprehensive financial planning.
✔ Credentials
Areas of Expertise:
Portfolio Management, Investment Planning, Holistic Financial Planning, Retirement Planning
Education:
B.S. Business Management – Purdue University
Certifications:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Licenses:
FINRA Series 7, 9, 10, 63, 66
Membership:
Financial Planning Association Member
Questions & Answers
Best saving advice:
The real rate of return on saving isn’t just performance; it’s flexibility. Steady, disciplined investing over time is more powerful than trying to make big moves at the right moment.
My favorite things / hobbies:
Golf, running, watching baseball, and going to concerts and shows.
What’s the most inspiring part of your job?
Helping to bring clarity to clients during times of uncertainty. Seeing someone gain confidence in their plan and financial situation, especially during major life transitions.
My greatest extravagance (under $100):
A good cup of coffee from a local café.
My investment philosophy in action:
My investment philosophy is centered on being disciplined and thinking long-term. In practice that means understanding each individual’s goals and building a diversified portfolio that matches up with their risk and time horizon, while staying committed through volatility rather than reacting to short-term noise.
What Our Clients Are Saying About Tyler
New to Hilltop? Take the first step by scheduling an introductory call with a member of our matchmaking team today.
Schedule a Client Meeting with Tyler