Tyler Bernard, MBA, CFP®

Financial Planner

Before working in his current role as Junior Partner, Tyler began working as an intern for Mark in 2011 while also pursuing an accounting degree at the University of Denver.

Tyler graduated Cum Laude at the University of Denver and was a Dean's List scholar. While at the University of Denver, Tyler studied a trimester in Sevilla, Spain and will attest that it was one of the most rewarding experiences of his life. After returning from abroad, Tyler continued his accounting degree and attained his securities and insurance licenses while working for Mark. After graduating from DU in June 2012 with a bachelor's degree in accounting, Tyler continued working part-time for Mark while pursuing a graduate degree at the University of Denver Daniel's College of Business where he received his Masters in Business Administration with a focus in Finance in June 2013. Tyler then began working full time with Mark and by July of 2014 had received the professional CERTIFIED FINANCIAL PLANNER(TM) certification.

Before moving to Denver, Tyler grew up with his parents and a younger sister in Kansas City where he attended Rockhurst High School and was the captain of multiple state winning golf teams. He moved to Denver in 2008 to attend the University of Denver. Tyler has experience working in the service industry throughout high school and college and was first introduced to investment banking and finance as an intern for his father. He enjoys spending time in the mountains, playing golf, traveling, and is a big sports fan.  Tyler married his wife, Ashley, in September of 2018 and welcomed their first daughter, Avangeline "Ava" Marie Bernard on August 31, 2021. 

Tyler is dedicated to developing lasting relationships with the business's clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. Tyler works closely with Mark to create, update, implement, and provide a comprehensive review of financial plans for existing, new, and prospective clients. 

Phone 303-714-4762
Fax 303-793-9392