View in portrait for best experience

Tyler Li

Client Service Manager

Tyler is a CU Boulder graduate (Leeds School of Business, Business Administration, with emphasis in Finance, Accounting, and Personal Financial Planning), who brings experience from planning roles at Wells Fargo and at Northwestern Mutual, where he also worked with insurance planning. 

Like the rest of us on the McGinnis Brown Taylor team, Tyler was drawn to financial planning as a means to help people build, maintain, and utilize their wealth to live their lives according to their hopes, dreams, and values.” Money is a factor in almost every aspect of our lives,” he elaborates, “Managing it effectively leads to a better quality of life for our clients and their families, and enables them to also improve the world around them.”

Tyler is a huge tennis fan and a little bit pickleball-curious. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

February 17, 2026

by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

February 13, 2026

Historically, emerging markets have typically made the headlines for political upheaval, war or econom...

Monthly Recap – January 2026

Monthly Recap – January 2026

February 6, 2026

January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

February 2, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

VIEW ALL ARTICLES

Let’s make every moment count together…