CEO, Founding Partner
Senior Wealth Advisor

Tyson first learned about investing and the stock market during an economics class in his sophomore year at Badger High School, and at 16 years old, he decided to invest $100 into two different mutual funds. This was his first step on a path he continues to traverse today: using financial strategy to help make people’s lives better. He started his career in financial services after graduating from the Honors program at the University of West Florida and returning to Southern Wisconsin, where his family has lived for generations.

Over the past 25 years, Tyson has continually expanded his expertise through advanced education and professional designations. He completed the Investment Management Theory & Practice program at the Yale School of Management and earned the Certified Investment Management Analyst® (CIMA®) certification. He also pursued education through the College for Financial Planning to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. To better support entrepreneurs preparing to transition or sell their businesses, Tyson earned both the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute and the Certified Exit Planner (CExP®) designation from the Business Enterprise Institute.

Tyson has been named a 2018-2025 Forbes Best-in-State Wealth Advisor, 2025 AdvisorHub Advisors to Watch – RIAs, 2021-2024 Barron’s Top 1200 Advisor, and a 2005-2024 Chairman’s Council Advisor. He’s also a member of the Financial Planning Association of Wisconsin, and has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with the Ray’s non-profit, Children’s World Impact.

Tyson is devoted to his wife and their three children. When he has the opportunity, he enjoys spending time outdoors, hunting, fishing, and playing golf.