TYLER DAVELINE + 401(K) CLIENT REPRESENTATIVE
Tyler Daveline is a 401(k) Client Representative at Lutz Financial with over two years of public accounting experience. He specializes in providing support to Lutz Financial’s retirement plan clients and advisory team. He focuses on employee benefit plan consulting and providing an exceptional customer experience. He lives in Omaha, NE.
AREAS OF FOCUS
- Retirement Plans
- Employee Benefit Plans
- Client Relationship & Account Management
EDUCATIONAL BACKGROUND
- BAS in Accounting and Sports Management, Nebraska Wesleyan University, Lincoln, NE
COMMUNITY SERVICE
- Special Olympics Nebraska, Past Volunteer
Strategic | Relator | Adaptability | Developer | Positivity
CONTACT TYLER DAVELINE
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