Tyler was raised by his single mother in Orange County, California, and spent much of his childhood at the beach. He then spent two years in Canada where he taught and served people near Montreal. While attending BYU he met his wife Amy and they’ve raised their three children in the Provo/Orem area. With a son on a mission in Korea and a daughter at Utah State, they’re enjoying the last few years with their youngest daughter and their dog (the true favorite child) at home. Tyler enjoys traveling with family and friends, mountain biking, triathlons, hiking in beautiful places, golfing, and although he skis, he identifies as a snowboarder – please try not to hold it against him. Tyler recently competed in the World Bodysurfing Championship in Oceanside.

As a Wealth Management Advisor, Tyler works with families to identify and understand their values and make aligned financial decisions which contribute to their happiness. Financial security is one of several key drivers of happiness. Although its definition varies from person to person, Financial Security generally means having enough income and assets to cover expenses both now and in the future. At some point, every person’s earned income will stop; for most, that will mean retirement, for some a death or disability may stop their earned income prematurely. Using strategic efficiencies, such as compound interest, tax-managed investments, and insuring incomes, Tyler helps families to magnify their financial stewardship. Through a careful understanding of the family’s goals and current situation, he works to reach alignment between their intentions and their actions. Sometimes the memories of today are worth more than the dreams of tomorrow, so he advises on striking a proper balance to help families achieve both, encouraging them to create the legacy by which they will be remembered.

Since 2005, Tyler has been delivering an experience to clients that is comprehensive, individual, and one that evolves as families do. Families choose to engage with Tyler because they want to be guided through a strategic plan, where they can ask questions, and be asked questions–perhaps ones they haven’t thought of before.

After finishing his undergraduate degree from Brigham Young University in Business Management with an emphasis in Finance, Tyler continued his education through his graduate degree from The American College by obtaining his Masters in Financial Services.  This advanced education allows Tyler to be able to customize comprehensive financial planning strategies for his clients. Thus far, he has received CLU®, ChFC®, CASL®, and CERTIFIED FINANCIAL PLANNER™ Professional certification designations.

Will is a survivor of the Columbine High School massacre. This early experience in life taught Will to appreciate the things that matter most. For him those things include simple hang out time with friends and family, his relationship with God, service to others, and being grateful.  Will and his wife Julie Anne met while in a humanities class at BYU, were married in 2005, and have 4 children. They are the source of his greatest joys and his greatest stresses. While life has its ups and downs, all of those experiences help him to appreciate and enjoy the best parts of life. His favorite things to do that don’t cost money are watching his kids play basketball, playing Rummikub as a family, and having home movie nights. Joy is found in the simple things.

Will studied finance at Brigham Young University and graduated in 2007. He began his career as a financial intern and has worked since to build a successful financial advisory practice.He focused early on by developing himself through education and earned several financial planning designations including the CERTIFIED FINANCIAL PLANNER™.  Helping clients save more money and get a better return on their savings is very fulfilling to Will. He loves to see his clients make core memories with their families because of the planning and investing they have done.  Will enjoys being able to talk with his clients about their families, their struggles, and what helps them to be satisfied in life. His clients are his friends and their success in life is very important to Will.

Taya Pace has been a dedicated professional in the financial planning industry since 2017. With her Series 6 and life and health licenses, Taya brings a wealth of experience and a keen attention to detail to her role. Her responsibilities include preparing financial reviews, providing day-to-day support with RMDs, money transfers, asset rebalancing, and more.

Taya is passionate about client care and takes pride in building genuine relationships with each person she works with. She understands the significant trust clients place in us with their financial futures and approaches this responsibility with utmost seriousness. Her exceptional attention to detail ensures that all client needs are met with precision and care. Many clients not only appreciate her professional support but also value the personal connections she fosters, considering her a friend as well as a trusted advisor.

Outside of her professional role, Taya is married to her high school sweetheart, Chantry. Together since 2012, they enjoy adventures such as dirt biking, camping, and off-roading with friends. Her favorite destination is Moab, Utah, and her happy place is the mountains and nature. Taya’s passion for the outdoors and her close-knit relationships reflect her warm, approachable demeanor and dedication to both her personal and professional life.