Welcome to Tyler Financial Network
President – William Tyler II
Certified Financial Planner™ ChFC® NSSA® LUTCF
William Tyler is the president and principal owner of Tyler Financial Network and Tyler Wealth Management in the North Texas area with more than 25 years of experience in financial planning. He applies his vast financial knowledge to helping individuals and business owners make informed decisions using a comprehensive ‘big picture’ approach which is appropriate for risk tolerance, growth objectives, and efficient for diversification, insurance coverage, and tax purposes.
William brings expertise to his clients’ financial planning through investments, insurance, retirement, estate and tax planning which will minimize gaps that can leave clients under-prepared and under-protected.
He seeks the input of strategic partners (a tax advisor, insurance agent, attorney, and other professionals) to enhance the integrity of long-term financial plans. William is able to guide clients through recommended solutions, complex issues, and implementation of tailored plans.
Born and raised in Philadelphia, Pennsylvania, William joined the U.S. Navy right out of high school. He later moved to the San Francisco Bay area where he founded a successful roofing and construction company. Upon the sale of his company and moving to Texas, he changed vocations into the financial services industry and joined Prudential where he worked for 12 years. In 2007, William started his own independent financial services business.
William is a Certified Financial Planner (CFP®) through the University of North Texas, a Chartered Financial Consultant (ChFC) through the American College, a National Social Security Advisor (NSSA®) and a Life Underwriter Training Council Fellow (LUTCF). He has passed the FINRA Series 6, 7, 63, and 65 exams, and is licensed to provide life and health insurance in Texas.
William lives in the North Texas area with his wife Jackie, has four grown children, and two precious grandchildren. He is an active member of Countryside Bible Church in Southlake and enjoys golf, reading, antique shopping.
Partner – Michael Morrow
Investment Advisor Representative
Michael has been in the financial services industry for over 26 years and has received local, regional, national and international recognition as a financial advisor, consultant, speaker and author.
Michael began his financial services career as a financial advisor with Northwestern Mutual, a corporate trainer for Prudential Financial, and a manager with MassMutual.
Michael became an independent financial advisor in 2004 and eventually started Aspen Creek Wealth Strategies as an independent wealth management firm focused on the coordination of the six areas of wealth management—asset management, credit management, cash flow management, risk management, tax planning and legal planning. Michael serves clients and other financial advisors across America.
Michael’s other passions include investing quality time with his wife and seven children, exploring North America in his RV and cooking.
IAR – Kelly Fasterling
Investment Advisor Representative
Kelly has worked for many years to help people achieve their financial freedom goals. As an independent financial advisor, she educates clients at or near retirement on strategies to position their assets to maximize benefits and create peace of mind. If they have some time before retirement, she helps them grow their asset base to their best advantage.
Licensed in real estate, life insurance, and securities, Kelly specializes in helping clients who have TSP, 401K, and IRA accounts to understand their “safe money” choices. Her strategies educate clients to preserve capital first without sacrificing rate of return. She has been a successful real estate investor for over 20 years and has helped dozens of people move towards their financial freedom goals with turnkey real estate investing in the best investor markets in the country.
In previous years, serving as president, owner, operations manager, and director for numerous companies, she has a proven record in client services, team leadership, project planning and business process analysis, and redesign. She leverages those same skills in the financial arena for clients. Kelly has a BA in Information Systems from the University of Colorado. She is a sought-after speaker on topics including financial literacy, real estate, and business process design.
Kelly and her husband Brian enjoy time with their three grown sons and first granddaughter. She embraces every chance she gets to be in the Colorado outdoors camping, snow biking, and hiking. Kelly consumes non-fiction books and loves to travel, experiencing new cultures and adventures.
IAR – Brandon Shaw
Investment Advisor Representative
Brandon has worked many years in the financial services industry serving individual investors by focusing on solutions for families, business owners, and retirees.
He began his career in financial services working as an accountant with the University of Colorado at Colorado Springs, a Financial Consultant at T Rowe Price, then Financial Advisor at USAA and Edward Jones. Through the years he specialized in understanding what is most important to his clients in order to build personalized financial strategies that help them reach their goals and stay on track through all of life’s obstacles.
Brandon is licensed with his series 7, series 66, health and life insurance, which allows him to better serve his clients with a holistic approach. He also graduated from the University of Colorado at Colorado Springs with a B.S. in Business Administration with a minor in Finance.
Brandon lives in Southern Colorado area with his wife Danielle and two daughters. He is an active youth sports coach and enjoys volunteering in his community, hiking, basketball, and fishing.
IAR – Michael W. Dotti MD FAAFP
Investment Advisor Representative
Dr. Dotti is a residency and fellowship trained Family Physician with 40 years of practice experience. After 14 years service in United States Air Force he entered private practice in 1993 and founded North Country Family Practice, P.A. in Southlake Texas. He has served as Chief Family Medicine at Baylor Medical Center, Grapevine, Texas for six years and the board of Methodist Hospital Southlake Texas for 7 years. In his position as an Associate Clinical Professor, he is active in teaching medical students and residents.
Dr. Dotti serves as president in numerous investment companies. He has experience building, leasing, and selling commercial and residential real estate including professional office space, multi family, and retail. In addition he has investments in oil and gas as well as emerging technologies and financing institutions. As a licensed insurance agent, he has had extensive experience with a variety of products and companies since 2004. In addition to selling insurance he has personally participated in a variety of indexed life insurance as well as premium financed products, employing IUL for personal banking, employee retention, key man, and charitable uses. He is a licensed investment advisor representative.
In his spare time, he enjoys the hobbies of sailing and scuba diving with Nancy, his wife of 43 years. He is active in serving in his church and in foreign missions. He has two grown and married daughters and one granddaughter.
IAR – Richard Macciola
Investment Advisor Representative
Rich brings over 25 years of combined experience as an investment and finance professional, working as an Institutional Broker on both the American and New York Stock Exchanges. Mitigation of risk during market volatility is an area he specializes in. He has a deep technical knowledge of various investment tools and is passionate about educating clients to be well-informed when making decisions that align with their investment goals and objectives.
He has past experience of more than a decade as a licensed Institutional Broker, Equity/Derivative Specialist, and Designated Market Maker, and has been guiding clients for the past several years as a Private Wealth Advisor. Richard holds Series 7, 66, and 63 securities licenses, Life and Health Insurance, and Mortgage Loan Originators licenses.
Rich has been married to his beautiful wife Bianca since 2001 and raised four wonderful children. “I am so fortunate to be able to spend my days with them, seeing the world through their eyes and knowing the unconditional love they have for me. “he says. Rich is also the proud owner of two dogs and appreciates all of the outdoor time he’s had with them in nature. Rich also loves to read, watch sporting events, and stay active, all activities that help him stay grounded and focused on what matters most- faith and family.
IAR – Ryan White
Investment Advisor Representative
With an impressive career spanning nearly two decades in both the insurance and financial services industry, Ryan White is dedicated to enhancing the financial landscapes of clients and businesses. He achieves this through a balanced and empowering approach, providing education and guidance to his clients.
Ryan’s extensive experience includes managing teams of up to 15 advisors and holding multiple securities licenses. His expertise extends to being a Licensed Life & Long-Term Care advisor, adding a comprehensive dimension to his financial acumen. In 2021, Ryan transitioned to an independent financial advisor, founding RWI Wealth Strategies. This independent wealth management firm focuses on building wealth by leveraging the four greatest strengths within any financial plan: liquidity, safety, predictable rates of return, and tax-free strategies.
Beyond his professional endeavors, Ryan is a devoted family man, celebrating 18 years of marriage with his wife, Sarah. Together, their focus and joy come from raising their two wonderful children, Presley and Austin, and their lively dog, Miller.
Faith holds a central place in Ryan’s life, with active membership at Northview Christian Life Church in Carmel, Indiana, for over two decades. Serving the church community for eight years as a personal finance facilitator reflects Ryan’s commitment to both faith and financial education.
Outside the financial realm, Ryan enjoys weight training, yard work, and hitting the golf course. However, his greatest satisfaction comes from watching his children excel on the golf course and basketball court. In both professional and personal spheres, Ryan is unwavering in his commitment to excellence. Whether securing clients’ financial futures or savoring precious family moments, he eagerly anticipates the opportunity to work with individuals and businesses, helping them achieve their financial aspirations.
IAR – Lynn Rollins
Investment Advisor Representative
Lynn helps individuals and business owners achieve their dreams and develop financial strategies that align with both their short-term needs and long-term goals. She holds a Series 65 securities license, has Life and Health insurance licenses in multiple states, and is an IUL specialist.
Lynn has prior experience in leadership, taxes, computers, and technical writing. She is always excited to learn and loves leading a team and watching a plan come to fruition. She extends her hands-on mentoring style to clients, helping them understand their products and policies so they can grow and develop their financial knowledge. Her dedication to excellence goes hand-in-hand with her adaptable approach and ability to troubleshoot and seek solutions. Her ability to inspire and mentor has not only shaped the careers of those around her but has also contributed to the overall growth of organizations she has been a part of.
Lynn lives in Northern Colorado and has also lived in California. She enjoys traveling to experience total solar eclipses, which she considers to be nature’s most phenomenal spectacle.
IAR – Jojo Blair
Investment Advisor Representative
Jojo was introduced to the financial industry at an early age. By the age of 20, she completed an internship in the payroll department of a Silicon Valley technology company, held a position with a Registered Investment Advisor firm, and worked as a tax preparer. She was born with an entrepreneurial mindset and co-founded her company, Paradox Financial Co, at 25. She holds licenses in Life and Health insurance in multiple states, and, most recently—driven by the desire to expand her range of expertise—acquired a Series 65 license.
Along with her dedication to achieving the highest standards, Jojo applies her natural leadership, integrity, problem solving, and attention to detail in everything she does. In her journey to provide comprehensive financial solutions, she has partnered with a wide array of professionals who are dedicated to sharing their wealth of knowledge gained from decades of experience.
Jojo currently lives in Northern Colorado, has previously resided in California, and was born in China. She maintains a professional state license in Cosmetology and enjoys the practice in her free time.
Joseph M. Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM & AA, CCIM
Chief Investment Officer
Joe Maas is our new out-sourced Chief Investment Officer for Tyler Wealth Management, LLC. He offers his outsourced CIO services through Synergy Financial Management, an unaffiliated registered investment adviser. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, and speaking to industry experts. Mr. Maas holds a variety of professional designations; he is a CFA® (Chartered Financial Analyst) charter holder, which is one of the world’s most respected investment professional’s achievement. Additionally, Mr. Maas earned his reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a Chartered Financial Consultant (ChFC) qualified to provide comprehensive advanced financial planning. Adding to Mr. Maas’ many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and being a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. Mr. Maas also holds a Master of Science in Financial Services (MSFS) from The American College.
In his personal time, Mr. Maas enjoys traveling with his wife and children and serving local charities.
Jennifer Beauford
Chief Operating Officer
Jennifer has spent nearly 30 years in customer service. She has a background in accounting and retail management, and has lent her services to organizations from professional sports teams, political campaigns, to worldwide corporations, focusing on account management, customer service, employee training, brand marketing, and organizational structure.
Jennifer is a native Texan, but grew up in Oklahoma graduating from High School in Bartlesville, OK, and attending the University of Tulsa, majoring in Business Management and Marketing. Growing up she spent the majority of her time travelling the state as a singer, dancer and actress with Oklahoma Kids Talent Search Organization. She made her way back to Texas in 1996, working in corporate travel and accounting before staying home to raise children.
Jennifer is a military wife, homeschooling mother of 4, and owns a small craft business doing custom sewing, embroidery, vinyl and sublimation laser creations. and. She enjoys church, volunteering in her community, performing, and being politically active.
Jennifer is licensed for life and health insurance and is currently pursuing her Series 65.
Cindy Persinger
Director of Client Relations
Cindy Persinger is our Director of Client Relations. Her top priority is understanding the needs of each client and caring for them as if they were a member of her own family.
Cindy has been passionately serving the needs of people for more than 30 years. As a registered nurse with experience caring for people in critical care and working in medical case management with Humana, she understands how to work with our clients to understand their concerns and desires. Cindy excels where insight and attention to detail are necessary to give clients the support and services they need. She is excited to have the opportunity to assist clients in formulating a path to achieving their goals with thoughtful and careful guidance. She is currently licensed in life and health insurance and is pursuing her fiduciary credentials.
Cindy enjoys spending time with her husband, David, their 4 children, and being a grandmother. Cindy and her husband David are current active members of Countryside Bible Church in Southlake, Texas. In her spare time she enjoys arts and crafts, home decorating, traveling the USA, and daily outdoor walks.
Brandon Hall
Vice-President of Client Relations
Brandon brings a diverse set of skills and experience to the financial services industry. With a background in ministry, public service, and advocacy, he approaches customer service with compassion, understanding, and attention to detail. The success of each client is always his first priority.
Brandon graduated from Hyles-Anderson College with a B.S. in Pastoral Theology. His passion for investing in the lives of young people has led him to serve in various church ministry capacities including five years working with at- risk youth in inner-city Chicago. He approaches his role at Tyler Financial Network with the same passion for helping people, specializing in connecting clients with the right financial expert specific to their individual needs.
Brandon and his wife Ashley met in high school and have been married since 2020. They reside in North Texas and enjoy spending their free time together serving at their church, traveling, and reading.
Pete West
Independent Financial Advisor
Pete is a Chartered Financial Consultant with over 30 years of experience as an independent advisor. As an advisor, he focuses on the six areas of wealth management, asset management, credit management, cash-flow management, risk management, tax planning and legal planning.
Pete has been married to his highschool sweetheart, Linda, for 37 years. They have one daughter, Emily, who is a primary care physician and her husband, Nevin, is also a PCP.
Pete loves spending time with family and friends, loves the Lord, has life long love hate relationship with golf and bleeds Oklahoma State orange.
Leonard Bakker
Independent Financial Advisor
For the past 2 decades Leonard Bakker has been helping people financially prepare for their retirement.
He began his career as a life insurance and annuity specialist, representing such companies as Allianz, John Hancock and Mutual of Omaha. As his practice grew he saw the need to offer stock and bond market expertise as well, and became a Series 65 licensed Investment Advisor Representative.
“While guaranteed income and risk management are crucial, I’ve always been looking for ways to offer my clients more upside potential while protecting them from major losses. I found what I was looking for with the Tyler Financial Network and am thrilled to be able to offer a broader range of investment opportunities through them.”
Leonard is also an accredited long term care specialist working with both traditional and asset based solutions. Coming from a family that ran a highly successful small business, he is intimately aware of the necessity for tax advantaged retirement and legacy planning strategies. As Director of Client Services, all of his skills, experience and dedication are directed to one simple goal: bringing financial peace of mind to those who entrust us with their retirement.
Leonard is a Phi Beta Kappa graduate of New York University and holds a Master’s degree from the University of California at Berkeley. He is also a published songwriter and ASCAP member since 1998. Museums, hiking, world affairs, history and travel are also his passions; part of the “good life” that we can more easily enjoy when our financial affairs are secure and well ordered.