Co-Founder | Wealth Management Advisor
Tyler lives at the intersection of discipline, creativity, and long-term thinking. An avid athlete and yoga practitioner, he is drawn to pursuits that demand both physical resilience and mental endurance. In recent years, he has also developed a passion for the performing arts, appearing in musical theatre productions at Macon Little Theatre and Theatre Macon.
These seemingly different worlds share a common thread for Tyler: meaningful progress requires patience, structure, and the willingness to keep refining the craft.
Professionally, Tyler has spent the past 15 years helping families, entrepreneurs, and professional athletes bring clarity and organization to their financial lives. As a co-founder of the firm in 2019, he focuses on designing the strategic architecture behind the advisory process—building the planning frameworks, systems, and structures that guide clients from early success to lasting wealth.
A Certified Financial Planner™ professional and Chartered Life Underwriter®, Tyler integrates investment strategy, tax planning, insurance design, and long-term wealth stewardship into cohesive financial roadmaps. In recent years, he has also helped develop the firm’s planning approach for professional athletes, focusing on creating financial structures that support both the short earning window of a sports career and the decades that follow.
Tyler is the father of three children, who remain the center of his life and perspective. Whether in athletics, the arts, or financial planning, he believes the same principle applies: meaningful work comes from discipline, curiosity, and the commitment to keep improving over time.
For Tyler, financial planning is ultimately about stewardship—helping people organize their resources in a way that supports a full and intentional life.
