Tyler J Voss, CPA, JD, LL.M.
Tyler is a highly experienced financial and legal professional specializing in fiduciary advisory services, estate planning, and tax compliance. He takes a holistic approach to wealth management and strives to service clients in accordance with their goals and objectives.
As a Director of Trust Services at FNBO Wealth, Tyler advises on trust administration, financial planning, and estate and legacy planning. He focuses on clients’ top priorities and concerns and caters to those needs to find tailored wealth management solutions.
Credentials
Tyler has been in the financial services industry for 25 years. Tyler holds a Master of Laws (LL.M.) in Taxation from the University of Denver and a Juris Doctor (Cum Laude) from Thomas Jefferson School of Law. He is a licensed attorney and Certified Public Accountant in Colorado. Tyler has a diverse educational background which also includes a Bachelor of Science in Finance and Accounting and an Associate Degree in Culinary Arts.
Passions
Tyler enjoys sharing his experience and education with clients and families to help navigate complex wealth management issues. He appreciates the challenge of managing complex estate plans and ensuring that clients' financial and legal needs are met with precision and care. Tyler is also passionate about helping clients navigate complicated family dynamics and incorporating these considerations into their planning.
Beyond his professional interests, Tyler has a strong passion for culinary arts. His love for cooking and a degree in Culinary Arts allowed him to successfully run his own catering business, Voss Fine Foods Inc. Tyler's passion for culinary arts is deeply intertwined with his love for travel and music. He enjoys exploring different cultures through their cuisines and music. These passions come together in his appreciation for the rich sensory experiences that food, travel, and music offer, making his life and work both dynamic and fulfilling.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE |
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.