Summary

Tyler founded Caveness Wealth Advisory, LLC nearly a decade ago and has been helping clients navigate complex financial opportunities, challenges, and life transitions ever since. Tyler is a life-long learner, consistently seeking excellence and progress in his role as a steward, planner, and sounding board for his clients.

He lives in the Blue Ridge mountains of Roanoke, VA with his wife Jennifer, their four children, and Berner Lulu. Tyler also enjoys coaching youth sports, skiing with friends and family, playing guitar, and watching his alma mater play football.

Professional Certifications & Memberships

• CERTIFIED FINANCIAL PLANNER® practitioner
• Licensed Investment Advisor Representative
• Financial Planning Association (FPA) Member
• National Association of Insurance and Financial Advisors (NAIFA) Member

Education

• Harvard University - B.A. in Economics

Volunteering

• Board of Trustees, North Cross School
• Past Board of Directors, Member One Federal Credit Union
• Past President, North Cross School Alumni Board