Industry Start Date: 2018
KAR Start Date: 2022
Education: B.A. in Business Economics with an Accounting Emphasis, University of California, Santa Barbara
Credentials: CFP (Certified Financial PlannerTM), CPA (Certified Public Accountant), Series 66
Prior to Joining KAR:
Tyler worked as an Associate Wealth Advisor at a boutique wealth firm called Brown Wealth Management (BWM), where he specialized in tax saving strategies for high income earners and building customized investment portfolios to help clients achieve their financial goals. Before working at BWM, Tyler spent two years as a Associate Wealth Advisor at Merrill Lynch, after starting his career as a Tax Accountant for business owners and professional athletes at Hamilton Tharp.
When Not in the Office:
Tyler enjoys being active and outdoors, whether it’s at the beach, on the slopes, or on the golf course. He’s the youngest of three, and has four nieces and one nephew living nearby. He’s also a loyal fan of the San Diego Padres and LA Chargers.
What Do You Enjoy Most About Your Job?
The most rewarding part for Tyler is developing personal and trusting relationships with his clients. It’s a great privilege and responsibility to be a key decision maker in the financial affairs of so many bright, successful individuals.
What Do You Enjoy Most About Working at KARWA?
Tyler loves the passion and commitment to excellence that his colleagues at KAR embody everyday. Our firm takes great pride in the long-lasting relationships we’ve developed with our clients and strives to create a culture built on loyalty, honesty and trustworthiness.
How Does KARWA Approach Wealth Management Differently?
Our investment management team is committed to quality. We diversify our risk not by owning a bunch of average companies, but by carefully selecting top business with consistent earnings, low debt, and strong cash flow. These are the companies most likely to produce great results no matter what the market environment.
What Do You Hope to Achieve For Your Clients?
Tyler loves putting in the time to truly understand how clients think and feel about money, so he can ultimately create a sustainable financial plan that will help them use money as a tool to do all the things in life that are most meaningful to them.