Broker Check
Tyler Dicke, CFA®, CPA

Tyler Dicke, CFA®, CPA

Wealth Advisor

Tyler brings extensive experience helping individuals with their unique financial situation.  With a tax and investment valuation background, he has proven himself to be an experienced resource to his clients.


  • Personal Wealth Accumulation Strategies
  • Trusts
  • Small Business Owners

A particular focus is navigating the complex landscape of retirement and legacy planning. His objective is to help clients attain their lifestyle, legacy and family goals pre- and post-retirement through comprehensive planning, while simplifying complex issues and providing actionable advice.


  • B.S. in Accounting at Elon University
  • Chartered Financial Analyst Designation
  • Certified Public Accountant
  • FINRA Series 7, 6, and 24, NASAA Series 63
  • Insurance Licenses in TN, FL, OH, SC, and IN
  • Securities Licenses in CO, FL, IL, IN, KS, MD, MI, NE, OH, OR, PA, SC, TN, VA, and WA


  • American Institute of CPAs
  • CFA Institute


Tyler hails from a small town just north of Indianapolis, Indiana, but has made middle Tennessee his home for nearly a decade.  He currently resides in Franklin with his wife, Sydni, daughter, Clara, and their rescue dogs, Chaco and Lyla. 

Outside of work, he spends time kayaking and enjoying the outdoors with his family.  Also, in his spare time, Tyler is an avid reader and enjoys playing golf and basketball.