Director of Advisory Services, AEP®, AIF®, AWMA®, ChFC®, CFP®
Tyler has been working with clients as an advisor for over 15 years and now directs our Advising team, giving them the guidance and support to provide the best possible service for our clients. His advanced designations include Chartered Financial Consultant (ChFC®), Accredited Domestic Partnership Advisor (ADPA®), Accredited Investment Fiduciary (AIF®), Accredited Estate Planner (AIF®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Tyler has been quoted in the national media, including the Chicago Tribune and online at Bankrate.com and Guidevine.com.
Tyler has a bachelor’s degree in business administration from Seattle Pacific University. Prior to joining Merriman in 2006, he supervised financial planning for American Express Financial Advisors (now Ameriprise), ran his own financial planning practice and oversaw the financial and estate planning for high-net-worth clients at U.S. Trust.
In addition to providing comprehensive wealth management and retirement planning, Tyler’s specialties include dealing with concentrated stock positions and estate planning. He is a member of the National Association of Estate Planners and Councils and the Estate Planning Council of Seattle.
When not working he enjoys golf, and spending as much time as he can with his wife Tabitha, daughter Ivy, and sons Owen and Caleb.
Listen to Tyler talk about how he became an advisor and what it means to him to have the opportunity to work with clients to help them find peace of mind. He also shares the one piece of advice he thinks really makes a difference for anyone looking to the future and their retirement.
Wealth should be neither the focus nor the end goal. It’s a tool that allows you to experience or achieve whatever is most important to you. I love taking some of the worry about money away so my clients can focus on more important aspects of life. Seeing them achieve their goals and enjoy life is my top priority and brings me great personal satisfaction.
Things that were once easy have become more complicated and time consuming, especially when it pertains to financial decisions. Deciding whether to renovate your home or move into a new one in the midst of this global pandemic for one, comes with added stressors.
We have also been hearing lots of questions from clients, prospects, friends, and family.
Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, then click to learn more.
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.