About Tyler

Tyler was born and raised in southern Pennsylvania and recently relocated to Virginia Beach in January of 2026. He attended York Collège of Pennsylvania and received his B.S. in Finance. Tyler started his career in Investment Operations at a Wealth Management company and then moved into roles including Investment Analyst, Portfolio Manager, and Retirement Plan Advisor. Tyler currently holds his RICP®, CIMA®, and QKA® designations.
When not in the office, Tyler enjoys spending time with his family and friends, traveling, and cooking.