Tyler, a CERTIFIED FINANCIAL PLANNER® professional, began his career as a police officer after graduating from Lock Haven University of Pennsylvania in 2017. His passion for serving others eventually led him to a career in finance when he joined SEI Investments Company in 2022 as a Service Analyst. As his passion for the financial services industry grew, he decided to pursue the CFP® certification. After passing the CFP® exam in November 2025, plans were made to have Tyler join the firm in 2026.
As a paraplanner, Tyler’s main responsibilities are assisting advisors with the development of financial plans, assisting with client meetings, and serving our clients. As his training and experience grows, Tyler’s role will expand to have more direct involvement with clients.
Tyler enjoys time with his family and friends, golf, and off-road Raptor runs.