
Tyler has been helping individuals and families plan for their financial futures since joining New York Life in 2014. He is also a Financial Adviser with Eagle Strategies LLC. Before beginning his career in financial services, he spent more than a decade as an attorney—a background that shaped his emphasis on careful planning, attention to detail, and helping clients understand the decisions in front of them.
Today, Tyler works with clients to develop strategies around retirement planning, investments, insurance protection, education funding, estate considerations, and other personal and business financial needs.
Tyler's background in both law and financial services gives him a broad perspective when working through complex financial decisions. Rather than looking at one account or product in isolation, he works to understand how the different pieces of a client's financial life fit together.
His goal is to provide a knowledgeable and explanatory approach so clients understand their options, the reasoning behind a recommendation, and how a strategy supports their individual goals.