Tyler joined Meridian in 2016. Before joining Meridian, he was a Financial Advisor with Morgan Stanley.
Tyler’s wealth management approach revolves around the use of rules-based investment strategies geared toward capital appreciation, income, or a combination of the two. Using these strategies, Tyler constructs portfolios to align with each client’s investment timeline, need for income, and comfort with risk. This goals-based approach is client-driven and based on recurring discussions, allowing him to keep portfolios in line with the ever-changing lives of his clients.
Outside of work, Tyler is an avid golfer, enjoys travel, and spending time with his family.
Tyler earned his bachelor’s in finance from the University of Kentucky. Tyler was born and raised in Hazard, KY, but has resided in Lexington since 2009.