Tyler Schroeder

Director, Client Experience Strategy at Facet Wealth

Tyler Schroeder is a financial professional with over 9 years of experience in the industry. Tyler currently serves as the Director, of Client Experience Strategy at Facet Wealth, a financial planning firm based in Boston, MA. Prior to joining Facet Wealth, Tyler worked as a Financial and Insurance Representative at Savage & Associates and as a Private Client Banker at JP Morgan Chase Bank N.A. In addition to their work in the financial industry, Tyler is also a Co-Founder of the Dayton Sport and Social Club, LLC and has experience as a personal trainer. Tyler is a graduate of The Ohio State University, where they earned their Bachelor's degree in Finance.

Tyler Schroeder attended The University of Toledo for their Bachelor's degree in Finance. Tyler then attended St. John's Jesuit and got their certification from the CFP Board in Certified Financial Planner (CFP). Tyler also has a certification from the Financial Industry Regulatory Authority (FINRA) in Ohio Life and Health Insurance and another one from FINRA in Series 7.

They are on a team with Jewell Fears - Director, Compliance & Administration, Tim Herrmann - Director, Trading Operations, and Chris Roundtree - Contact Center Analyst. Tyler Schroeder reports to Chris Hufman, COO & CCO.

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Timeline

  • Director, Client Experience Strategy

    Current role

  • Director, Strategic Initiatives

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