Tyler Trute, CFP, CLU, CH.F.C.
Financial Advisor
With over 30 years in the financial services industry, Tyler has seen a wide variety of family and business situations. His expertise in bringing calm and order to complex circumstances is well appreciated by clients.
Practical experience as an owner of several corporations has given Tyler exposure to efficient income and tax planning, along with risk protection. He understands the challenges and complexities of self-employment.
Applied learning has always been important to Tyler. The ongoing retention of his accredited designations requires a minimum of 30 hours per year of continuing education. This ensures knowledge is current and relevant to the changing income tax laws, regulations, financial products and concepts needed for developing solid practical solutions for clients.
As an independent advisor, Tyler has the freedom to work with a variety of companies, choosing the right products and concepts to best suit client needs.
Born and raised in Burlington, Tyler and his wife, Erin, have 3 grown children, and eight delightful grandchildren. Interests include cycling, urban beekeeping and travel. Tyler and Erin are actively involved members of a local church. Their ongoing participation in missions includes supporting children and young adults in impoverished situations, locally and globally.
Associations
Zachary Trute
Financial Advisor
Zachary started in the business in 2018 and loves helping people. He enjoys finding creative solutions, highlighting underused strategies and products, that help clients move from the majority to the minority.
Having a concern for justice and the well-being of others contributes to his care of clients. Known for being a excellent listener, Zachary seeks to establish client priorities when developing a financial action plan.
As an independent advisor, Zachary has the choice of working with many companies, choosing the right products and concepts to best address his clients’ needs. His affection for lifelong education and training being applied to the financial security of his clients is very fulfilling.
Zachary lives in Hamilton with his wife, Calah, and their two beautiful daughters. Interests include travel, nature, puzzles, psychology, and balancing rocks in the creek.