Tyler works closely with Wealth Advisors and Partners, focusing on strengthening existing client relationships and building new ones through comprehensive financial planning, estate planning, tax strategies, and tax preparation services.

Before joining Heritage, Tyler honed his skills in Wesco’s Finance Leadership Development Program, specializing in internal controls and financial planning and analysis. His robust background includes significant tax experience, extensive client communication, and proficiency in SEC compliance. Tyler holds a BBA in Accounting from the University of Pittsburgh and is currently pursuing his CFP certification.

Outside of his professional life, he is an avid golfer and passionate supporter of Pittsburgh’s local sports teams. Tyler lives in Pittsburgh, Pennsylvania, with his girlfriend and their Bernese Mountain dog, Napa.