Chapter 01
The Foundation
Where it started.
Tyler began his career as a management consultant — first at a boutique strategy firm in Downtown Los Angeles, then at a nationwide consultancy serving Fortune 500 companies. He was trained to solve complex business problems with rigor and frameworks, not guesswork.
UCLA. International Economics. A decade before most advisors have seen their first major market cycle.
Chapter 02
The Investment Banking Years
Learning what drives value.
As a founding member of ECHELON Partners — a leading investment bank focused exclusively on the wealth management industry — Tyler was involved in approximately 100 transactions and consulting assignments.
He conducted valuations on some of the nation's top RIAs, giving him an extraordinary view into what separates elite, high-growth firms from those that plateau. Most consultants guess at what drives RIA firm value. Tyler has seen the actual data.
Chapter 03
The Operator Years
Building growth at scale.
At First Foundation Inc., Tyler spent eight years as the executive responsible for marketing, business development, public relations, investor relations, communications, and branding across three lines of business: private wealth management, banking, and trust services.
He supported 60+ advice-giving professionals. Built digital content programs, COI referral networks, custodial referral channels (Schwab and TD Ameritrade), and M&A-driven growth strategies. Expanded the company into five new states. He built the systems — and watched them work.
Chapter 04
The Practitioner
Running growth at a top-tier RIA.
As a C-level executive at a $4+B RIA focused on growth, Tyler has seen what separates firms that scale from those that plateau — across business development, marketing, and both organic and inorganic growth strategy.
He built growthXstack because the frameworks, systems, and playbooks that give elite RIA firms their growth edge aren't available to most advisors. That's the gap this platform exists to close.
