Tyler Walz
Wealth Management Advisor
About
Tyler is a Wealth Management Advisor at Jacobs Financial in St. Cloud, MN, an independently owned and operated financial services firm. Tyler is focused on helping business owners, individuals and families create and implement comprehensive financial strategies that are tailored to their specific goals through a personalized, advice-based process.
Tyler is a graduate of the G.R. Herberger College of Business at St. Cloud State University and lives in Sartell, Minnesota, with his wife Crista, and their two children, Nora and Gus. He is actively involved in Brothers Big Sisters as a mentor, and Riverside Church in Sauk Rapids. He enjoys golfing, traveling, cooking and spending time with his family and friends over good food.
Services
- Individual fee-based comprehensive financial planning and investment advisory account services
- Retirement strategies (401k, 403b, Simple IRAs, SEP, Traditional, Roth, and Rollover IRAs)
- Education funding strategies (529 plans, Coverdell IRAs, and UGMA/UTMA plans)
- Wealth accumulation and portfolio development
- Tax-efficient strategies
- Insurance coverage (life, disability, and health)
- Retirement income strategies