My goal is to provide you a clearer picture of your financial future.
Tyler has been in the financial services industry since 2015. His experience in asset allocation and portfolio construction made him an excellent candidate for the Schneider Downs Wealth Management Retirement Solutions Team. Tyler is one of our Retirement Plan Managers and he brings a wealth of knowledge when it comes to guiding retirement plan participants toward a secure and prosperous retirement.
When Tyler is providing on-site investment advice, education, and on-going service to retirement plan participants, he focuses on explaining the importance of retirement planning and investment allocation to meet your financial goals. In tandem, he collaborates closely with plan sponsors offering strategic insights in plan design, investment strategies, and ensuring plan compliance. Tyler’s comprehensive approach ensures both individuals and organizations are on the path to financial well-being. Behind the scenes, he also assists the team with investment research and manages due diligence.
Tyler lives in Shadyside (east end of Pittsburgh) with his wife, Haley. He enjoys spending time with friends and family, playing golf, trying new restaurants, and engaging in outdoor activities.
CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Plan Fiduciary Advisor
B.S. in Finance, Pennsylvania State University, Erie
B.S. in Accounting, Pennsylvania State University, Erie
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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