Logan, Utah Office
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Ty supports individuals, families, and business owners through comprehensive planning and ongoing service. He collaborates with senior advisors to help clients evaluate key decisions and stay on track. His focus is clarity, coordination, and strong client experience.
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Ty began as a planning intern and progressed into client-facing support roles. He earned a B.S. in Finance with a minor in Personal Financial Planning from Utah State University. He also earned a master’s degree in financial planning and Analytics from Utah Valley University. His experience includes meeting preparation, analysis support, and coordination with tax and estate professionals.
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Ty’s approach is organized and practical. He turns complex tasks into clear next steps and keeps communication consistent. He believes trust is built through education, responsiveness, and follow-through.
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Ty enjoys time with his wife, family, and friends. He takes full advantage of Utah’s outdoors through snowmobiling, dirt biking, boating, golfing, and weekends outside.
Connect with Ty
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