Tyler recently joined Clearstead as a Senior Financial Planning Associate for the firm’s Private Client Services. As a member of the financial planning team, Tyler is responsible for preparing and delivering net worth reports, cash flow plans, trust and estate analysis, and is involved in all aspects of planning and compliance for Clearstead clients.

Prior to joining Clearstead, Tyler worked as a Wealth Advisor at Fairport Wealth and an Associate Advisor at Demming Financial Services. Before making a career change to financial planning, Tyler spent four years at Corrigan Krause, starting as an Associate and eventually becoming a Supervisor. Tyler is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Financial Planner (CFP®) professional. He received his CPA license in 2018 and his PFS & CFP® designations in 2023. Tyler is a member of the American Society of CPA’s, the Ohio Society of CPA’s, the Estate Planning Council of Cleveland, and the Financial Planning Association.  He also serves on the Junior Board for Junior Achievement of Greater Cleveland.  Tyler is a three-time graduate of West Virginia University (WVU) with two bachelor’s degrees – one in Business Administration – Accounting (2016) and the other in Sport Management (2012) – and a master’s degree in Sport Management (2013).