Tyler VanderbeekPortfolio Manager

Tyler Vanderbeek, CFP®, CMT®

Portfolio Manager

Tyler began his financial career in 2002 when he began working together with his father concentrating on educating the community regarding investing and financial services. Along with working full time, he spent the next 2.5 years studying with The American College and successfully earned the nationally recognized designation of Certified Financial Planner®. This has allowed Tyler to pursue his career in helping people with greater expertise.

Tyler’s investing career began by finding mentors to teach him how the markets work and the strategies began from there. He has extensive knowledge in developing strategies and also utilizing options.  He completed the requirements to become a Chartered Market Technician® in 2016.  Completing the CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The CMT program also taught how to develop a repeatable process for making decisions about important issues such as investment mix and asset allocation, or balancing risk against performance.

Tyler enjoys spending time with his wife Laura and their two children. Tyler also enjoys cycling, snow skiing, mountain biking, photography, hiking, camping, and movie nights. He has served in many volunteer positions in the community and church throughout his life giving back to this wonderful community he grew up in.

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