Tyler Bannister is President, overseeing client and advisory services for SRG Financial Advisors, headquartered in Osage Beach, Missouri. Additionally, he is a Senior Wealth Advisor, serving clients in Columbia and Jefferson City, as well as across Missouri and in many other states. Serving clients since 2016, Tyler works with individuals and families at any stage of life, including those close to retirement or who have retired, helping them pursue their ideal work-optional lifestyle. When acting as a fiduciary, he is committed to making planning recommendations in his clients' best interests.
Tyler utilizes SRG’s proprietary process, The Mile Marker FORMula™, to thoughtfully plan for what’s important to his clients, including income planning, wealth protection, asset preservation and growth, tax efficiency, and legacy planning. It is his goal to create and implement a comprehensive financial plan tailored to your individual situation.
Tyler earned a B.S./B.A. in Finance & Banking and Real Estate from the University of Missouri. He holds his Series 65 license and Missouri Life and Health Insurance license, and is licensed to practice in 10 additional states.
After growing up in Lee’s Summit, Tyler moved to Columbia to attend the University of Missouri and has resided there ever since. Outside the office, Tyler and his wife, Maria, are blessed to spend nearly all their time chauffeuring and cheering on their three kids in their endeavors—typically at a soccer field.
To work with Tyler: Call (888) 883-7335, email tylerb@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Columbia Office or Online. Please call to schedule a complimentary Discovery Meeting at our Jefferson City office.
