Meet Tyler
Tyler is a Wealth Strategist based in Green Bay, Wisconsin. He joined Mercer Advisors in 2023 after serving as Financial Analyst at Winch Financial. He began his career in financial services in 2013. Tyler is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in psychology from Edgewood College. Tyler finds motivation in helping clients uncover opportunities they may not have considered, navigate important decisions, and take meaningful steps toward their goals.
His working style
Tyler approaches every planning engagement with diligence, curiosity, and a commitment to excellence. By carefully evaluating each client’s distinct circumstances, he helps uncover opportunities, address challenges, and create strategies designed to support long-term success.
Tyler in real life
What makes you tick?
I am a board game enthusiast and enjoy the challenge of solving complex puzzles. In many ways, financial planning is similar in that I am bringing together many moving pieces to help create a clearer picture and a thoughtful path forward.
What keeps you busy outside of work?
My free time is currently all about watching after my two children. Whether it’s taking them to swim lessons or dance class, if my wife and I get them there on time, we consider it a success.
What are your favorite things about Wisconsin?
One of my favorite things about Wisconsin is that being Midwest Nice is a real thing. I’ve said “Ope” more than my fair share of times.
Meet Tyler’s Teammates
Haana Frank
Director, Financial Planning
What Tyler Says
Haana is a team player, always helping make sure her colleagues are best equipped and trained to handle any financial plan the world can throw at them.
Kimberly Crawford
Sr. Operations Manager, Financial Planning
What Tyler Says
Kim is a driving force behind our team’s success. She has a remarkable ability to keep everyone aligned, is focused on what matters most, and is committed to delivering the best possible outcomes for our clients.
Noah Hughes
Wealth Strategist
What Tyler Says
If you’re fortunate enough to work with Noah, you’ll quickly appreciate his ability to combine technical knowledge with clear communication. He helps clients understand complex planning strategies while keeping the focus on the decisions that can have the greatest impact on their financial future.
Articles by Tyler
How to Build an Investment Plan for Different Life Stages
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Direct Real Estate in an IRA – the Pros and Cons
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