*Ranked #1 for West Virginia in the 2025 FORBES Top Next-Gen Wealth Advisors Best-in-State published 8/6/2025, data as of 3/31/2025*
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®) at Baird, Tyler serves a select group of affluent individuals and ...
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*Ranked #1 for West Virginia in the 2025 FORBES Top Next-Gen Wealth Advisors Best-in-State published 8/6/2025, data as of 3/31/2025*
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®) at Baird, Tyler serves a select group of affluent individuals and families, primarily comprised of physicians, corporate executives, business owners, and high net worth families - advising them on all aspects of their financial lives. Tyler takes a personal approach to comprehensive financial planning, focusing on long-term wealth strategies, including investment management, specific goal identification and tracking, estate planning, tax minimization, and philanthropic strategies, as well as partnering with clients' other trusted advisors (i.e. CPA and estate planning attorney) to create a holistic approach to adding value.
After living in the Pacific Northwest and in Cincinnati, Tyler and his wife, Kaytlin, moved back to their hometown to raise their daughters (Emerson, Addison, and Aria) in Huntington. Tyler serves his community by sitting on the Board of Directors at Guyan Golf & Country Club and volunteering for various Huntington charitable organizations. While not in the office or spending time with clients, you will find Tyler at Guyan, a local sporting event, or spending time with family and friends over bourbon and a cigar.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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