Tyler Young serves as a Senior Financial Planner on the Financial Planning Team. Prior to re-joining RGT, Tyler worked as a Senior Wealth Manager at Odyssey Wealth, an independent wealth management firm based in Plano, and as a Financial Planner with RGT. In those roles, Tyler worked with private equity professionals, business owners, successful families, corporate executives, professional athletes, attorneys, and medical professionals in all areas of financial planning.
Prior to serving as a Financial Planner at RGT, Tyler worked as a Trust Investment Associate at Happy State Bank & Trust Company where his primary responsibilities included investment due diligence, portfolio management, and coordinating with trust administrators to meet each client’s liquidity needs.
Tyler is actively involved in several organizations and currently serves on the Board of Directors for the CFA Society of Dallas-Fort Worth and the Financial Planning Association of Dallas-Fort Worth.
Tyler graduated from West Texas A&M University with a Bachelor of Business Administration in Finance and Economics, a Master of Science in Finance and Economics, and a Master of Professional Accounting. Tyler is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Financial Analyst® designation.