Tyler is the President and Founder of Platte River Wealth Advisors. He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Tyler specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.
Tyler’s has 20-plus years of experience with a global certified public accounting (CPA) firm, a large private bank, and large broker-dealer. (Deloitte and Touche, Wells Fargo Private Bank, Wells Fargo Advisors). Tyler earned a Bachelor of Science degree in Finance and a Master of Accounting degree (MAcc). He also holds a CPA license and is a Certified Financial Planner (CFP). His CPA credentials help the team manage portfolios in a highly tax-efficient manner.
In his spare time, Tyler loves spending time with family and friends. He enjoys skiing, fly fishing and the great outdoors.
Warren is the Director of Investment Strategy at Platte River Wealth Advisors. As a Chartered Financial Analyst (CFA), Warren focuses on personally investing our clients’ portfolios with the aim of ensuring consistent growth and minimized volatility over time.
Warren has been managing portfolios for more than 20 years and has worked in financial services more than 27 years. He’s worked for global financial companies including Wells Fargo Private Bank, U.S. Bank, and Stephens Inc. Warren holds a Bachelor of Arts in Central and Eastern European Affairs as well as a Master of Business Administration (MBA) degree.
In his spare time, Warren relishes time with his family. He is an avid tennis player and enjoys skiing and road biking. When he has down time, he likes reading about finance and history.
As Chief Compliance Office at Platte River Wealth Advisors, Marie is responsible for overseeing and managing the firm’s adherence to local and national laws and regulations. She ensures the firm is always putting the client first, complying with regulators, following internal policies and procedures and honoring our code of ethics.
Additionally, Marie manages the day-to-day administration of the firm. She works diligently to deliver the fast and efficient service our clients deserve and expect from us. Marie has more than 24 years of experience with major Wall Street firms including Morgan Stanley, Wells Fargo Advisors and Wachovia Securities.
In her spare time, Marie enjoys spending time with her two kids. She also volunteers at her church and scrapbooks whenever her hectic schedule allows.