Tyler joined HB Wealth in January 2025 after working with WMS Partners. As an Associate Wealth Advisor, he supports the advisory team in the preparation and implementation of client applications and enrollment forms, gathering data regarding client financial information, preparing client meeting materials, tax coordination, and special projects as needed. He provides direct assistance to client advisors.
Before joining HB, Tyler spent two years as an Investment Research Analyst at Founders Financial in Towson, MD. Prior to that, he spent a year with StepStone Group as an Investment Performance Analyst in the Venture Capital Group.
Tyler is a graduate of the University of Maryland, College Park. He earned a Bachelor of Science degree in Finance from the Robert H. Smith School of Business. While at Maryland, Tyler was in both the Banking and Private Wealth Management and the Emerging CFOs Fellows Honors Programs. Tyler is a Chartered Financial Analyst (CFA) Level II candidate.
Tyler currently resides in the Canton neighborhood of Baltimore and enjoys skiing, walking in the Inner Harbor, working out, and hanging out with friends.