Tyler Schall

Wealth Advisor

Tyler is one of our Senior Investment Advisors. He is a graduate from UC Davis with a bachelor’s degree in managerial economics with a focus on investments, futures, and options. While attending school he continued to work over 30 hours a week to help make ends meet. While attending UC Davis he met his now wife who was in her first year of Veterinarian school on an Army scholarship. After Graduating, the Army sent them to northern Tennessee and soon they will be moving to Colorado. This move will be right up Tyler’s lifestyle as when Tyler and his wife have time off, they enjoy spending time outdoors golfing, hiking, snow skiing or going. Tyler and his wife also enjoy traveling to new countries which has been an upside to the army as Tyler has been able to tag along on Army trips to numerous countries such as Greece, Turkey, and Germany.

Tyler Joined the firm in May 2022 and specializes in portfolio creation and allocation, Risk and return analysis, and retirement planning. In 2023 Tyler helped Soulence grow by assisting the firm with portfolio creation and investment management for all Soulence clients. Tyler now meets with the UWC Investment committee on a regular basis to continue managing our clients’ accounts and researching new investment opportunities.

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