Tyler Conroy, CFP®, CPWA®
Vice President
Wealth Planning
Tyler Conroy, CFP®, joined Ferguson Wellman in 2023 and serves as vice president of wealth planning. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Private Wealth Advisor (CPWA®), Tyler adheres to a disciplined approach and process to fully understand clients’ goals and then provide the best financial and investment counsel. In his role at the firm, he provides complex financial forecasting and planning for clients. He is a member of the company’s wealth management team.
Prior to working for our company, Tyler was a financial planner for Aldrich Wealth and worked as an associate financial consultant for Charles Schwab.
Originally from Buffalo, New York, Tyler earned his B.A. in economics from Hobart and William Smith Colleges in Geneva, New York, before moving to Portland in 2018.
When Tyler is not working, he can be found hiking, playing the piano and trying new restaurants and recipes near his home in southeast Portland.