Tyler Verstegen

Director of Tax Planning & Strategy at Avaii Wealth Management

Tyler attended St. Norbert College, graduating with a bachelor's degree in accounting and finance. He is a licensed CPA in the state of Wisconsin. Prior to joining Avaii, he worked in the tax department of a national public accounting firm.

Tyler joined Avaii to focus on tax planning and preparation, while also being a part of the financial planning process. Additionally, he handles the internal accounting functions of the firm. He was attracted to Avaii due to the high value placed on putting clients first and always doing the right thing, in addition to the company culture and dynamics of the team.

Timeline

  • Director of Tax Planning & Strategy

    Current role

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