Tyler has extensive background in comprehensive wealth management with particular depth in multi-generational planning.
Joined Lido: 2024
Homebase: Louisville, CO
Professional Focus: Focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.
Professional Designations: CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant
Education: B.S., Finance, Utah State University; Master’s, Accounting, Utah State University
Previous Work Highlights: Served as the President and Founder of Platte River Wealth Advisors prior to its partnership with Lido in 2024. Tyler has over 25 years of experience in the financial services industry, including time with Deloitte & Touche, Wells Fargo Private Bank, and Wells Fargo Advisors.
Personal Facts: In his spare time, Tyler loves spending time with family and friends. He enjoys skiing, fly fishing and the great outdoors.
