My Team
My staff and I truly enjoy what we do and take pride in providing our clients with prompt service. While we like to have fun at work, we believe in accurate communication and professionalism at all times. Please contact us should you need to schedule an appointment or have a service request.
Tyler Davis Chatham
Tyler graduated from Northern Arizona University where he earned a Bachelor's degree in both Finance and Business Management. Tyler entered the financial industry in 2010 as a financial intern with Northwestern Mutual and has since continued to align himself with the top advisors. Tyler recently joined our team as an Associate Financial Advisor and is focused on creating and maintaining the best financial planning experience possible for our clients.
Tyler has obtained his Arizona State Life and Health insurance licenses and his series 6 and 63 securities license.
Tyler married his high school sweetheart, Dallas, in 2012, and they both enjoy building their careers and spending time with friends, family, and their dog Hank. Tyler stays active socially participating in city basketball, softball, and flag football leagues. In addition, Tyler enjoys a day on the golf course, is an avid Arizona sports fan, and actively serves at Heritage Church.
How Can Tyler Help You?
- Principal liaison for client communication and direction
- Manages new account paperwork, status, and operations
- Client reviews and recommendations
- Creates personal planning analysis
