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We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management
What I enjoy most about being part of the Whittaker Team is the opportunity to serve clients alongside people who genuinely care about making a positive difference in the lives of others. I have seen firsthand the impact thoughtful financial guidance can have on families over time, and I value the trust our clients place in us. Being part of a team that prioritizes integrity, personalized service, and long-term relationships makes this profession incredibly rewarding.
I am especially excited to help lead the next chapter of the firm. It is both a responsibility and a privilege to build upon the foundation that has been established while continuing to enhance the planning, investment, and advisory resources available to the families we serve.
To me, improving the quality of our clients’ lives means helping them gain clarity, confidence, and peace of mind regarding their financial future. Financial uncertainty can create unnecessary stress, while a coordinated financial plan may provide the freedom to focus on what truly matters.
Our role extends beyond managing investments. We help clients navigate retirement, evaluate Social Security and Medicare decisions, protect their families through thoughtful risk management strategies, coordinate estate planning efforts, and create plans designed to support their goals, values, and legacy. When clients feel confident in their financial future and can devote more time to family, faith, travel, philanthropy, or other personal priorities, we know we have made a meaningful impact.
Outside of work, my greatest joy is spending time with my wife, Marissa, and our children. Family is at the center of my life, and many of the values that guide me as a husband and father also influence the way I serve clients.
I am also an avid pilot and aviation enthusiast. Flying has taught me the importance of preparation, discipline, and sound decision-making, qualities that are equally important in financial planning and wealth management. In addition, I enjoy entrepreneurship, personal development, and pursuing opportunities that challenge me to grow both professionally and personally.
Whether I am spending time with family, flying, or pursuing new ventures, I am always looking for ways to learn, improve, and help others achieve their goals.
Email: tylerw@trekfinancial.com
Tyler Whittaker serves as a Financial Advisor and Registered Investment Advisor Representative with the Whittaker Team, where he helps individuals, families, retirees, and business owners navigate the complexities of retirement planning, investment management, wealth preservation, and legacy planning. Through a comprehensive planning approach, he works closely with clients to develop personalized strategies designed to help them achieve their financial goals while preserving and transferring wealth across generations.
Prior to joining the Whittaker Team, Tyler began his career at Goldman Sachs, where he gained experience within one of the world’s leading financial institutions. During his time there, he developed a strong foundation in investment management, financial markets, client service, and analytical problem-solving. The discipline, professionalism, and client-first philosophy he cultivated at Goldman Sachs continue to influence his advisory approach today.
Tyler earned a Bachelor of Science in Finance, with a Minor in Spanish, from Southern Utah University and is currently pursuing a Master of Finance degree at Utah Valley University. His commitment to continued education reflects his dedication to providing clients with informed, forward-thinking guidance in an increasingly complex financial environment.
As a Registered Investment Advisor Representative, Tyler is held to a fiduciary standard and is committed to acting in the best interests of the clients he serves. He holds the Series 65, Series 63, Securities Industry Essentials (SIE), and Series 99 licenses, as well as Life and Health Insurance licenses. His broad educational background and professional qualifications enable him to provide guidance across investment management, retirement planning, risk management, insurance solutions, and comprehensive wealth planning strategies.
Tyler works closely with clients on a broad range of financial planning and wealth management needs, including retirement income planning, investment management, portfolio construction, Social Security optimization, Medicare planning, insurance and risk management, estate planning coordination, tax-efficient distribution strategies, charitable giving, business succession planning, and intergenerational wealth transfer. He believes the most effective financial strategies are those that integrate every aspect of a client’s financial life into a cohesive plan designed to support both current needs and long-term objectives.
As a second-generation advisor, Tyler brings a unique perspective to the profession. Having grown up around the financial services industry, he understands that successful financial planning extends far beyond investment performance alone. He believes the advisor’s role is to help clients navigate life’s most important financial decisions, from preparing for retirement and protecting loved ones to building lasting legacies and achieving long-term financial independence.
His approach is rooted in fiduciary responsibility, thoughtful planning, and long-term relationships built on trust, transparency, and service. Tyler is passionate about helping clients gain clarity around their financial future so they can make informed decisions with confidence and focus on the people, causes, and experiences that matter most.
As part of the next generation of leadership within the Whittaker Team, Tyler is dedicated to preserving the firm’s longstanding tradition of personalized service while continuing to expand the depth of planning, investment, and advisory resources available to clients and their families.
We welcome the opportunity to learn more about your goals, whether you are preparing for retirement, managing a growing business, or seeking a more coordinated approach to wealth management