Tyler Holocher, CFP®, CPWA®, CEPA, is a Senior Vice President at UBS, where they provide pre and post-sale financial planning to business owners and manage assets of captive insurance companies. Having joined UBS in 2024, Tyler previously served as a Financial Advisor at the firm from 2013 to 2021. They hold a Bachelor of Science in Finance and Entrepreneurship from Miami University, obtained in 2013. As a Certified Exit Planning Advisor, Tyler educates business owners on various exit strategies, ensuring they understand the implications of each option while developing tailored cash flow plans and investment strategies.
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