Guiding You Toward Financial Confidence
Tyler specializes in comprehensive retirement planning, helping clients gain clarity and confidence in their financial future. His personalized wealth management approach addresses retirement income strategies, tax optimization, investments, insurance, education planning, and estate strategies.
With a focus on building lasting relationships, Tyler works alongside clients to understand where they stand today, clarify their goals for the future, and create customized strategies to help them reach those goals as efficiently as possible.
Professional Background & Credentials
Tyler earned his bachelor's degrees in Management and Financial Management from Upper Iowa University, where he was also a member of the Peacocks baseball team. He began his career at Baird in 2015, starting in the Minnetonka, MN office before moving to the Onalaska, WI branch in 2018.
He holds the prestigious Certified Financial Planner )CFP) designation, which he earned in 2018, and completed his Masters of Personal Financial Planning (MPAS) from the College for Financial Planning in 2022.
Life Outside the Office
Away from work, Tyler enjoys traveling to warm destinations to escape Wisconsin's winters. He and his wife Carmen stay busy raising their daughter Emerie, son Camden, and their yellow lab Sammi.
Committed to giving back, Tyler is an active member of the community, serving on the Executive Committee for the Onalaska High School Athletic Booster Club, where he supports local student-athletes. When he's not working or volunteering, you'll often find him playing town-ball baseball, volleyball, or enjoying a round of golf.
Ready to start planning your financial future?
Schedule a Meeting with Tyler
Baird - The Davies Adams Group