Tyler Schlumpf, CFA®

Tyler focuses on helping his clients build customized and individual portfolios based on their unique goals. He has particular expertise in working with business owners, high/ultra-high-net-worth families and individuals who are experiencing liquidity events or an inheritance. He’s also an active member of the community. He has served on several boards, including the CFA Society of Phoenix and the CFA Institute Research Challenge, and mentored students through the Aztec Mentor Program at San Diego State University. Most recently, he served on the board of College Possible Omaha, which helps first-generation college students navigate the university system.

Personally, Tyler has been married for over 15 years to his wife, Alicia, and they have three boys. He is also an advocate for Autism awareness/therapy, enjoys cooking, fishing with his family and visiting the beach.