Specialties
About Me
I've been part of the Financial Services industry since 2010, initially working with a Fortune 500 financial services firm & currently with the third largest Independent Broker Dealer in the nation with over 392 Billion Assets Under Management.
I specialize in providing Retirement Strategies for individuals and businesses, which services includes: • Asset Management • Comprehensive Financial & Insurance Planning services • Retirement Income Planning • Legacy Planning/Charitable Giving • Managing Employer Sponsored Retirement Plans • Special Needs Planning Tyler delivers top-level service to his clients and strives to create long-lasting relationships based on trust, respect, and understanding. He currently holds the following degrees & Licenses: • Bachelors in Science & Business with an emphasis in Finance, Banking, and Real Estate - University of Missouri - Columbia. • FINRA Series 7 and Series 66 Licenses • Life and Health Insurance License • Property Casualty License • CERTIFIED FINANCIAL PLANNER™ certification (CFP®) • Chartered Special Needs Consultant (ChSNC®) In regards to my personal life, I grew up in Liberty, Missouri & now reside in the Waldo area of Kansas City, MO with my wife, Courtney, and our two dogs (Gunner & Mugs). Outside of work, I enjoy staying active through multiple hobbies - which includes Bass Fishing, Softball, and Golfing.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, ChSNC®
Chartered Designations
What do these credentials mean?
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Disclosures
Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Cornerstone Wealth Management and Osaic Wealth, Inc., are not affiliated entities. The information contained in this email message is intended only for the use of the addressee. If you are not the intended recipient, any use, copying, disclosure, dissemination or distribution is strictly prohibited. If you are not the intended recipient, please notify the sender immediately by return email, delete this communication and destroy all copies and attachments. Please do not submit any securities buy or sell order instructions by voicemail, email, or fax.