My Story
Tyler Denholm is the Vice President of Investment Management and Research for our partner, Valmark Financial Group. His primary responsibility includes overseeing the investment management process and conducting research for the various Valmark Wealth Solutions (VWS) Programs, including TOPS®, TOPS® Core, VWS Flex, VWS Custom and the TOPS® Variable Insurance Trusts. Specifically, he is responsible for portfolio design and portfolio management.
Mr. Denholm regularly analyzes the TOPS® Portfolios and is heavily involved in the day-to-day operations of portfolio management. He also helps analyze our prospective portfolios, and we work directly with Tyler to determine which of the various Wealth Solutions would be the best fit for our clients.
He earned his BSBA in Finance from the University of Akron, graduating Summa Cum Laude.
EDUCATION
- + BSBA in Finance, University of Akron (Summa Cum Laude)
DESIGNATIONS
- + CFA – Chartered Financial Analyst
- + CMT – Chartered Market Technician
LICENSING
- + Series 7 and 24 Registrations
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients' unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
