Leadership

Tyler is an Associate Client Executive in the Cincinnati division. He is an experienced financial services leader who enjoys building relationships, offering comprehensive solutions, and delivering high-quality service and communication. Joining Oswald in 2022, Tyler brought nearly a decade of experience. He is energized by the opportunity to help clients grow and succeed through strategic retirement planning and thoughtful engagement.

EDUCATION AND PROFESSIONAL AFFILIATIONS

He earned a Bachelor of Science degree in Finance and Marketing from Kent State University. Tyler holds multiple FINRA securities registrations, including Series 7, 66, 9, and 10, all of which he passed on the first attempt. He is a QKA® and CPFA® credentialed professional, and actively volunteers with the Olentangy Education Foundation. Tyler is proud to contribute to the financial wellness of others and is committed to mentoring and leadership within the industry.