Tyler Jacobs, CPA

Tyler is a Financial Advisor with a background that blends tax, accounting, and comprehensive financial planning. Prior to transitioning into wealth management, he spent four years in the accounting and tax industry, where he developed a strong foundation in tax strategy and financial analysis. Over the past three years, Tyler has applied that experience to help business owners and high-net-worth individuals and families make informed financial decisions aligned with their long-term goals.

Tyler focuses on integrating investment management, tax planning, and overall financial strategy into a cohesive plan. His approach is detail-oriented and analytical, with an emphasis on identifying opportunities and addressing complexities that can impact a client’s financial picture—particularly for clients with more complex financial structures.

He graduated from Mount Mercy University with a degree in Accounting and Finance. Tyler is a CPA and CFP® professional and holds the Series 7 and 66 securities licenses.

Tyler lives in Cedar Rapids with his wife, Kelsey, and their two children.