We start by uncovering the needs and goals and identifying the client's investment behavior and personality. Then, we offer strategies via custom investment portfolios, estate planning techniques, and insurance. Tyler has more than a decade of experience in Wealth Management and started in 2007 serving affluent families, entrepreneurs, and professionals. Prior to joining Stifel in 2014, Tyler was the Branch Manager and Associate Vice President of Investments at Wells Fargo Advisors. Tyler is committed to understanding his clients’ needs, dreams, goals, and lifestyle as he seeks to develop wealth management strategies for complex situations. Tyler serves his clients as a financial advisor who oversees all aspects of wealth management amongst a group of deeply knowledgeable resources locally and nationally. Tyler and his wife, Kjersti (KJ), live in Santa Barbara with their son, Brooks, and daughter, Ryan. They are active in the community and belong to La Cumbre Country Club where they enjoy golf, swimming, and social activities.
/*********/
Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
