Our Team People first. Finances second.

Tyler Zieker
Financial Planning Assistant

Tyler joined the Pathfinder team as a Financial Planning Assistant in June 2024 with the hopes of learning all he can about helping others achieve their life goals through sound, comprehensive financial planning. In this role he is able to collaborate with our team of advisors in assisting clients with their needs.

 

Before making his way down South, Tyler grew up in Saratoga Springs, NY with his loving parents and younger sister. In May 2024, Tyler graduated cum laude from Clemson University with a B.S. in Financial Management, an emphasis in Financial Planning, and a minor in Accounting. In his free time, he enjoys playing as much golf as possible, spending plenty of time with friends & family, and loving all things sports; especially when it comes time for Yankees baseball or getting back to Clemson for a football game.

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Alex
Alex Greer
Associate Wealth Advisor
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Lauren
Lauren Murphy
Administrative & Marketing Assistant
About Tyler
Tyler Zieker
Financial Planning Assistant
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®, CeFT®

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason Wheeler
CEO and Wealth Advisor
CPWA®, CFP®, ChFC®, CLU®, AIF®
About John
John Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
CFP®, AIF®, CPFA®
About Davis
Davis Byrd
Financial Planning Associate
About Desiree
Desiree Boley
Office Administrator
About Walt
Walt Hutsell
Financial Planning Associate