TYLER STERK

ASSOCIATE WEALTH ADVISOR

In August of 2019, Tyler joined Brown Wealth Management after working for Merrill Lynch. Prior to becoming a wealth advisor, Tyler earned his Certified Public Accountant license while specializing in tax planning and preparation for professional athletes and small business owners.

As a wealth advisor at BWM, Tyler focuses on tax-efficient planning and investment strategies, but advises individuals to review any financial transactions with accounting or tax implications with their CPA.

Tyler graduated from UC Santa Barbara with a bachelor’s degree in Business Economics and Accounting. He was a member and co-captain of the Men’s Division 1 Golf Team. After graduating, Tyler’s golf ability allowed him the opportunity to complete professionally throughout North America.

CA Insurance #OM55033

CPA License #136994

WE BELIEVE LIFE IS BETTER WHEN YOU’VE PLANNED FOR IT

This shared belief brought us together to forge our independent firm, and for nearly two decades we’ve been helping clients reach, maintain, and even exceed their ultimate financial goals.

Jeff Brown

PRESIDENT

Allison Williams, CFP®, CDFA®

CHIEF OPERATING OFFICER

Patrick Ford, CPWA®

DIRECTOR OF WEALTH MGMT

Tyler Morris, CPWA®

WEALTH ADVISOR, PORTFOLIO MANAGER

Irene Zawasky

CLIENT SERVICES SPECIALIST

Colin Domonoske

WEALTH MANAGER ASSISTANT

Glad Elevado

CLIENT SERVICES ASSISTANT

Tyler Sterk, CPA

ASSOCIATE WEALTH ADVISOR

Bob Wolter

BUSINESS DEVELOPMENT PARTNER
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