Tyler’s role as a 401k Specialist is to assist clients and companies with all aspects of their 401k. Tyler does anything from client rollovers to new company enrollments.
Tyler is currently rounding out his Bachelors degree in Finance with a specialization in Asset and Wealth Management at the Marriott School of Business with BYU. He plans to graduate with his CFP and series 65 certification and continue to help people reach their savings/retirement goals.
Tyler enjoys backpacking, traveling, and trying new foods.
Phone : (801) 769-7412
Email : twoodbrey@cairnadvisors.com