Tyler Atkinson is a CERTIFIED FINANCIAL PLANNER™ professional, focused on financial/retirement planning, estate/wealth transfer planning and goals-based asset management for individuals, families and business owners.
Prior to Founding the Firm in 2015, Tyler was a Financial Advisor with ING U.S. which during his tenure changed to VOYA Financial.
Tyler received his Bachelor of Arts degree from the College of Business and Economics at Western Washington University. During his free time, he enjoys traveling and spending his time on the water at one of the many great lakes in the Pacific Northwest.
He holds the following securities registrations: Series 7 and 66 through LPL Financial. Tyler is also licensed through the state of Washington for life, disability and LTC insurance.