Ty serves as the Director of Wealth Management and a key member of the executive leadership team. In this role, he drives the firm’s commitment to excellence by setting the standard for wealth management service delivery. He also spearheads the integration and advancement of technology solutions, ensuring the firm’s advisory services remain innovative, efficient, and client-focused.
Licensing and Education
- CERTIFIED FINANCIAL PLANNER® Professional
- Certified Financial TransitionistTM
- Bachelor of Science in Financial Services Wright State University
Accomplishments and Honors
Ty has been recognized as a “Five Star Wealth Manager Award” recipient for the 8th time (2012-2015, 2017, 2023-2025). His professional excellence has been recognized with his selection as one of the Top 40 Under 40 Professionals by the Dayton Business Journal in 2008, and his induction into Sigma Iota Epsilon, the national Honorary Professional Management Fraternity, in 2012. Beyond professional honors, Ty considers his greatest achievement to be his family — celebrating 30 years of marriage with his wife, Stephanie, and taking pride in the accomplishments of their three children: Evan, a medical student at The Ohio State University College of Medicine; Morgan, a nurse practitioner student at Vanderbilt University; and Colton, a nursing major at the University of Alabama, Tuscaloosa.
Community Involvement
Ty has a long-standing commitment to faith and community service. He previously served as Financial Secretary and administrative team member at Springboro Baptist Church, where he supported both organizational stewardship and ministry operations. Today, as a member of Liberty Heights Church, Ty remains actively engaged — contributing his time and skills to a variety of church initiatives and community outreach projects that strengthen both the congregation and the broader community.