Tyler Coder
Associate Director, Wealth Management
Tyler is passionate about facilitating with clients to make smart financial decisions, lead fulfilling lives, and achieve their goals with confidence.
Tyler is a certified public accountant with over eight years of experience in the financial services industry. As a trusted advisor, he understands that each client relationship is different and collaborates directly with individuals and their families to discover and understand their holistic financial situation, values, and objectives before exploring strategically tailored solutions.
Tyler emphasizes tax-conscience financial planning and investing, mitigation of personal risk, and leverages his experience with complex estate planning and implementation for successful transition of generational wealth. His goal is to help clients find ease as they transition from the asset accumulation phase of life and begin to navigate the asset ‘decumulation’ phase of retirement, freeing up time to pursue their passions.
Tyler enjoys outdoor activities including cycling, golfing, running, fishing, and challenging himself mentally and physically in obstacle and other endurance races.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants
- Personal Financial Specialist™
- Iowa Society of Certified Public Accountants
- Registered Investment Advisor Representative (Series 65) – FINRA
EDUCATION
- Bachelor of Science, Finance, Iowa State University
- Bachelor of Science, Accounting, Iowa State University
