Financial Advisor, AAMS
Growing up in Washington DC, Tyler chose a career in financial planning so he could have a positive impact on his client’s lives and help them achieve goals they never thought were possible. Tyler is a graduate of Shenandoah University where he obtained a degree in Business Management and Economics. During his time at school, Tyler also studied emerging global economic leadership at Oxford University, sat on the Dean’s advisory board and played collegiate lacrosse.
After graduation, Tyler began his career at Edward Jones where he founded the firms first multi-advisor office in the Boston metropolitan area. Tyler’s responsibilities at the firm included financial planning, investment management, client retention and office management.
Today, Tyler lives in Boston and manages his own independent financial planning and investment management practice through Kingsview Asset Management. Tyler is proud to specialize in everything from business retirement plans to financial planning for individuals.
In his free time Tyler enjoys spending time with his fiancé Danielle and his two dogs. He is as passionate about fitness and working out as he is about helping his clients.