Tyler enjoys helping individuals and families feel more confident and in control of their financial lives. He takes a practical, personalized approach to financial planning, helping clients simplify complex decisions and turn them into clear, actionable strategies for the long term.
He works closely with clients on areas including retirement planning, investment management, cash flow planning, risk management, and estate and legacy planning. Tyler believes great planning starts with listening, and he focuses on building long-term relationships rooted in trust, transparency, and a clear understanding of what matters most to each client.
As a CERTIFIED FINANCIAL PLANNER®, Tyler combines technical knowledge with a client-first mindset. He believes financial plans work best when they evolve over time, which is why he emphasizes ongoing collaboration and regular check-ins as life and priorities change.
Tyler earned his bachelor’s degree in Economics and Accounting from the University of California, Santa Barbara. Raised in Northern California, he now lives in San Ramon. Outside of the office he enjoys playing golf, fly fishing, skiing, and spending time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Tyler holds CA Insurance Lic. 0M64871.
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2633 Camino Ramon, Suite 200 | San Ramon, CA 94583 | 925.866.7800