Tyler’s approach to financial planning starts at the foundation by building trust with his clients and learning the passions that drive their goals and dreams. Only through doing this can he utilize his holistic approach to planning that is tailored to each of his clients. As a former college baseball player, Tyler believes that coaching and accountability are crucial to achieving your goals. He’s carried these values into his business, and hopes to provide each client with the coaching and advice they need to not only reach their goals, but to continue dreaming bigger!
In order to best serve his clients, Tyler has created a network of local professionals in complimentary industries. He knows goals don’t stop at retirement or college planning, so he is equipped to plan for those even bigger dreams which may be purchasing a home, starting a business, or philanthropy. Helping clients pursue their ambitions should not be limited by a specific set of skills or products, so he has removed those barriers for his clients so they can focus on following their dreams.
Tyler graduated from Southern Illinois University in 2011 with his Bachelors in Finance and Management. Before becoming a Visionary, Tyler had spent five years in the financial services industry and also completed a college internship in the field. He holds a Life & Health Insurance License, a Series 65 Security License, and continues to pursue additional designations to better serve his clients.
Tyler and his wife, Chelsie, along with their Golden Retriever, Jack, live in Maryville, Illinois. They both serve as Board Members for Edwardsville Neighbors in Need and love being involved with such a growing and vibrant community. They are avid Cardinals and Blues fans, enjoy traveling, and like to frequent local gems to discover great food, music, and culture.