Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life.
Meet the Advisor: Tyler Patterson, CFP®
Get to know our Financial Advisor, Tyler. Tyler joined Summitry in 2023. As a Financial Advisor, he understands that finances can sometimes feel like an additional layer of complexity and stress. He works diligently to understand all the facets of his client’s financial picture and what is most important to them. He then partners with them to create a strategic, personalized, and relationship-based plan so they can gain financial peace of mind and have greater energy in other important areas of their life.
Learn more about Tyler in his bio here.