Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Tyler Lively, CFP
Title
Certifed Financial Planner
Bio
Tyler is a native of Washington state, having grown up in Redmond. He has always had a passion for learning and finding the optimal solution to any goal. This drive pushed him to graduate from the prestigious Marriott School of Business.
Before joining TRS, Tyler led a self-employment development program, mentoring and teaching representatives in Haiti, Ecuador, Zimbabwe, and the Dominican Republic on lessons in entrepreneurship principles. Soon after, Tyler had the opportunity to support our nation’s military and work for the Department of Defense in a finance position overseeing several multi-million dollar contracts. While Tyler enjoyed his time with the DOD, he had a strong desire to return to Washington state to be near family and work with individuals and couples.
Subsequent to his return, he found the perfect fit at TRS in 2015 as an Associate Planner, and in early 2017, he was promoted to Planner. He is an integral member of the TRS Investment Committee and has earned a Chartered Retirement Planning Counselor designation through the College of Financial Planning, as well as the prestigious Certified Financial Planner® designation from the board-registered CFP® educational program. Tyler is motivated by the ability to work closely with clients to help them achieve their financial dreams and goals. Outside of work, Tyler enjoys spending time with his wife, Katie, and their beautiful daughter, Daphne, while cycling, camping, and hiking.
Before joining TRS, Tyler led a self-employment development program, mentoring and teaching representatives in Haiti, Ecuador, Zimbabwe, and the Dominican Republic on lessons in entrepreneurship principles. Soon after, Tyler had the opportunity to support our nation’s military and work for the Department of Defense in a finance position overseeing several multi-million dollar contracts. While Tyler enjoyed his time with the DOD, he had a strong desire to return to Washington state to be near family and work with individuals and couples.
Subsequent to his return, he found the perfect fit at TRS in 2015 as an Associate Planner, and in early 2017, he was promoted to Planner. He is an integral member of the TRS Investment Committee and has earned a Chartered Retirement Planning Counselor designation through the College of Financial Planning, as well as the prestigious Certified Financial Planner® designation from the board-registered CFP® educational program. Tyler is motivated by the ability to work closely with clients to help them achieve their financial dreams and goals. Outside of work, Tyler enjoys spending time with his wife, Katie, and their beautiful daughter, Daphne, while cycling, camping, and hiking.
