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.
Prior to joining Summitry, Tyler worked at Rowe Price and Empower and has been in financial services since 2016. Throughout his time in finance, he has held various roles (working with retirement plans to individual investors), giving him a unique understanding of the industry. Tyler graduated from the University of Colorado at Colorado Springs with a Bachelor of Arts in Communication and is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM.
Tyler grew up in Colorado but was eager to get to the Bay Area to take advantage of the mountains and beaches, a more moderate climate, and a thriving food scene. When he is not working, Tyler enjoys running, taking his dog for hikes, eating good food, or enjoying a quiet night.