Our Team

principal and senior financial advisor

Tyler Ozanne is a principal and senior financial advisor providing financial and estate planning, retirement benefits consulting, and risk management solutions.  With more than two decades of financial planning experience, Tyler helps pre-retirees, retirees, families, and business owners find long-term solutions to help prepare and plan for economic uncertainty.  He has the wonderful ability to explain complicated financial matters in a simple and easy-to-understand way and uses this skill to help clients make informed financial decisions.

Ozanne is part of an elite group of advisors who have completed the necessary training and requirements to hold the CFP® designation.  Advisors who hold the CFP® credential adhere to a fiduciary standard of care which requires that they act solely in the client’s best interest when offering personalized financial advice.

Tyler earned a Bachelor of Business Administration with a financial consulting major from Southern Methodist University in 2002.  He is very active in his church and enjoys fly fishing and golf in his “free time.”  Tyler lives in Dallas where he and his wife Sarah are raising their four children.