Tyler Nosbisch works with Shawn Connolly as a Financial Planning Assistant. He supports the core functions of the financial planning services, including client correspondence, coordinating quarterly portfolio performance reports, utilizing the firms’ broad array of financial planning tools to progressively improve client financial planning outcomes, and assistance with investment/trading processes.
Tyler has been in the financial services industry since 2020. Prior to joining our firm, Tyler was at Merrill Lynch where he worked as a Financial Solutions Advisor, focusing on client relationship management. Tyler holds the Series 7 and 66 registrations with LPL financial. Additionally, Tyler earned a B.S. degree in Finance and a B.A. degree in Psychology from the University at Buffalo. During his tenure, Tyler acted as the lead research assistant for the Psycholinguistics lab, was a member of the UB Equity Research Group, and was a contributing writer for the UB Spectrum Newspaper. Outside of work, Tyler enjoys golfing, playing hockey, Bills football, and spending time with his friends and family.