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Tyler's Story

My early years at Morgan Stanley were spent learning about asset management and investing. I also had the opportunity to experience the challenges clients and advisors faced during volatile markets. In 2003, I was able to expand the value to my clients when I added Roy Gilbert of Lincoln Financial Advisors ("LFA") to my "team" as a result of Morgan Stanley’s agreement with Lincoln. 

Quickly, I came to understand that providing goal based comprehensive financial advice gave me a greater sense of purpose. My determination to pursue this career direction was solidified in 2005 when I joined Roy at LFA and subsequently helped found the Family Wealth Decisions Group.

During the years since 2005, I have learned the value of education and experience in assisting clients articulate and define what is important to them. I appreciate the satisfaction of being able to guide them by compartmentalizing, prioritizing, and implementing strategies to pursue their various goals. Particularly rewarding is knowing that our clients are more comfortable with their financial lives.

I crave knowledge; I have earned my CLU, ChFC, and RICP designations and I am pursuing further designations. I am truly privileged to have found my passion and the ability to experience it on a daily basis.