“I really wanted to work for a fiduciary firm that had a more personal touch with their clients—I found that at Truepoint. I appreciate being on a team where the client’s best interests are always at the heart of any recommendation.”
Tyler’s Story
As a part of the Truepoint Financial Planning team, Tyler spends his day-to-day collaborating with Financial Planners and Wealth Advisors to deliver the best possible client experience. His role includes meeting management, data analysis, and client outreach. Tyler is currently pursuing his CFP and specializes in financial planning, retirement planning, and 401k optimization.
Outside of the office, Tyler is a dedicated Cincinnati sports fan, holds a UC football season ticket, enjoys trying new restaurants, and has a passion for both international and domestic travel.