Tyler W. Potts
President, Chief Investment Officer
Tyler W. Potts has more than 20 years of professional experience in the areas of financial planning, wealth management, and investment analysis. He...
Melinda Xenelis
Operations Manager
With a background in logistics, Melinda assists Tyler & Jason in all components of firm Operations including Client Service, Office Management, and...
Jason C. Rothman
Client Service Associate
Jason currently assists Tyler in all major components of the Wealth Management process including Financial Planning, Portfolio Management/Construction...
