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I’m a CPA with a PhD in accounting. When I say that everyone needs a good fee-based wealth and retirement management advisor, I mean *everyone.* Tyler’s skill as an investment manager and financial consultant is absolutely invaluable to me and my spouse. With careful listening, he is advising us on how to best live and work with our plan. Tyler has my highest recommendation!

Monte SwainClient Since 2024

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We came to Tyler requesting help with financial planning due to our recent marriage and the blending of our families and resources. We have appreciated Tyler’s willingness to educate us regarding investments. He has even helped us address more complicated questions such as estate planning when a spouse has been previously widowed. His help has been invaluable. We are grateful for Tyler’s professionalism and expertise as well as his friendship.

Jeff and Betsy BarrowClients Since 2016

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We have loved counseling with Tyler on financial matters for nearly 20 years. He has always been responsive, knowledgeable, proactive, and balanced, providing sound advice as we have navigated both opportunities and challenges. He is great to work with, and his focus is always on understanding and helping us achieve our life goals.

Todd and Julie ThompsonClients Since 2005

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I have worked with Tyler as my financial professional for almost 20 years. Tyler is very knowledgeable and professional. I especially find Tyler to be responsive to my needs as an investor and a business owner. He has an easy and energetic personality which is great when one of my employees has needed assistance with 401k issues or questions. I continue to work closely with Tyler and happily recommend him to others.

Burk Adams PE, MBAClient Since 2005

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We have been working with Tyler since 2018. We appreciate his balance in both trying to have future financial stability and live life at the same time. After spending time getting to know us and understanding our goals Tyler helped us create a manageable plan to build our wealth and at the same time allowed us the flexibility to enjoy the journey along the way. As a self employed physician I have benefited from Tyler's expertise in managing both traditional and less then traditional corporate structures, options and strategies. We never have a hard time connecting with him when needed and are grateful for the time he takes not only to make a suggestion but to educate us on what options exist and which would be best for us. Finally, he’s just a good guy to work with.

Dr. Eric and Andrea CannonClients Since 2018

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As I became a widow before retirement age, I was apprehensive, inexperienced and skeptical about financial advisors. I interviewed several people at various firms, and have been pleased with my decision to become part of Tyler’s team for many years. I have found Tyler to be open, honest, patient, engaged, caring and responsive.

Leah C.Client Since 2019

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I used to be a licensed financial advisor. I know how many of these things work. But having another pair of eyes looking at my investments is important to me. I've trusted Tyler with our finances since 2017. He is kind, responsive, intelligent, and there to help. He's not a pushy advisor who tells me what to do. He advises, and my wife and I decide together. We plan on working with Tyler for many more years!

Bruce and Kimberly RoweClients Since 2017

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My husband and I have known Tyler Vongsawad for over two decades. He has been great to work with. He is knowledgeable in his field and always tries to do what is best for each client. He talks through several options and considers your goals and needs. He always responds to questions or requests promptly. He is friendly, outgoing, and thorough. We have the highest regard for him and his abilities. We have highly recommended him to family and friends. He is full of integrity and we trust him completely.

Deborah Gunnell WilcoxClient Since 2005