Tyler Kimball, CFP®

Greensburg, PA

 

Tyler’s main objective is to help his clients evaluate their investment and retirement planning needs by analyzing “what if” situations based on their financial objectives. He aims to build strong, trusting relationships by working within his clients’ comfort levels and developing strategic plans to help them meet their goals.

Tyler specializes in 403(b) retirement plans, investment planning, and personal financial strategies. He helps Pennsylvania State Education Association (PSEA) members and their families plan for retirement and helps clients better understand their Public School Employees’ Retirement System (PSERS).

He also works in the corporate marketplace, providing deferred and executive compensation plans, group health, life, disability, and 401(k) benefit plans. Using a cooperative approach, Tyler and his team provide solutions ranging from the most straightforward financial strategy to the most complex estate plan.

Tyler graduated from the University of Pittsburgh with a degree in Finance. He is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker-dealer. He also holds life, accident, and health insurance licenses. His training and experience enable him to bring a high level of knowledge to each client’s situation and help identify products and services that fit their needs and goals.

Tyler lives in Claridge, Pennsylvania, with his wife, Andrea, daughters McKenna and Emerson, and their two dogs, Howie and Mike. He has served on several local boards, focusing on improving his local community, and is a past president of the Latrobe Rotary. In his free time, he enjoys traveling, woodworking, cooking for friends and family, and attending local high school lacrosse games.

Contact Tyler

Contact by Phone
(724) 836-2800
Contact by Email

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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