• Head of Advisory & Wealth Advisor

Tyler YoungCFP®, CPA, CFA

VCARD
BIO

Meet Tyler Young

Tyler joined the SFMG team in 2023 and serves as Manager of Investment Research and as a Wealth Advisor. Prior to joining the firm, Tyler held various Financial Planning and Investment Management roles at other independent wealth management firms in Dallas-Fort Worth and a regional bank based out of Amarillo, Texas.

Tyler was drawn to SFMG by their culture, approach to comprehensive wealth management, and people. He loves working with clients to simplify complex topics, build unique financial plans and portfolios to fit their goals, and help implement those plans and portfolios.

Outside of the office, Tyler enjoys reading books/listening to audiobooks, playing (very mediocre) golf, and spending time with friends, family, and his rescue dog, Dakota. On long weekends, he enjoys travelling to Amarillo to catch up with friends and family, cheer on his hometown West Texas A&M Buffaloes, and hike Palo Duro Canyon.

Education

West Texas A&M University – Master of Science, Finance & Economics

West Texas A&M University – Master of Professional Accounting

West Texas A&M University – Bachelor of Business Administration, Finance & Economics

Professional Involvement

Financial Planning Association – DFW Chapter

CFA Society of Dallas Fort Worth – Board Member

Dallas Estate Planning Council

 

Credentials / Certifications

CERTIFIED FINANCIAL PLANNER™ – CFP®

Certified Public Accountant – CPA

Chartered Financial Analyst – CFA

 

Q+A with Tyler
Where's your hometown?

Canyon, Texas

What beverage do you drink to energize (coffee, tea, Redbull, you're naturally energized)?

The extremely underrated V8 energy drinks.

What do you geek out about?

Mostly books and audiobooks. Reigning in my Half Price Books/Audible budget is always a challenge…

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