FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Tyler Bird

Tyler Bird

Operations Specialist

Tyler has been working alongside Richard since 2015. His role as Operation Specialist is to ensure that all the back-office processes run smoothly. He is studying Finance at UVU. Tyler’s goal is to become a financial advisor to help families make wise decisions around their finances.

Tyler enjoys martial arts. He is currently working on his third-degree black belt and volunteers as a martial arts instructor. He also enjoys drawing and spending time playing games with his friends.