Tyler M. Thompson, CFP®, CEPA®

Wealth Advisor
Tyler Thompson

Since joining the Andina team in 2021, Tyler has focused on building relationships with both business owners and families. He enjoys helping Andina clients identify and work towards achieving their personal and financial objectives.

Tyler earned his bachelor’s degree in accounting, along with his financial planning certificate, from the University of Utah. Tyler is a Certified Financial Planner (CFP), which gives him the expertise to prepare individualized financial plans for his clients. He is also a Certified Exit Planning Advisor (CEPA), which allows him to help owners prepare their businesses for exits in the near or distant future. Tyler also holds his Series 65, Life, Accident, and Health Insurance Licenses.

He played baseball for the University of Utah and now enjoys serving as a mentor and hitting instructor for young baseball players. Tyler also enjoys running, CrossFit, reading, and spending time with family.