Tyler Geiman Headshot

Tyler Geiman, CRPCTM

Wealth Advisor

Tyler Geiman, CRPCTM

Financial Planner

As a Financial Planner, Tyler is responsible for creating comprehensive financial plans, participating in client meetings, taking the lead on answering routine financial planning questions, taking clients through routine reviews, and providing support to the wealth management team — especially Cory Bittner, whom Tyler joins on most client meetings.

Tyler graduated from Washburn University with a Bachelor of Business Administration in Finance and Economics as well as a master's degree in business administration. Tyler maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

During his five-year tenure on the men's basketball team, he developed leadership skills, faced adversity, and learned the skills to work hard to get where you want to be. Qualities he now brings to his role as a financial planner.

In his free time, Tyler enjoys playing pickup basketball, spending time with family and friends, and traveling.

What skills do you believe are essential for success in your role?

Building strong and meaningful relationships with clients is at the core of my approach. I believe in getting to know each client on a deeper level, recognizing that every individual has individual needs and preferences. My career in athletics has been instrumental in shaping my understanding of interpersonal dynamics. I've learned that everyone has a distinct way of learning and being motivated. In my experience, the more I understand about a client's personality, goals, and challenges, the better I can customize my approach to foster a trusting and productive relationship. It's not just about providing a service; it's about genuinely connecting with clients and supporting them in achieving their goals.

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