Gavin is a Financial Advisor with Harry S. Lodge & Associates and brings over 20 years of Financial and Insurance Industry experience and knowledge to his clients. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, customized financial and insurance planning.  

Gavin is a Dave Ramsey SmartVestor Pro and is a follower of Dave Ramsey’s principles regarding debt and investing (he’s on baby step 4, 5 and 6!).

Helping people, whether it’s helping with monthly budgeting, planning for retirement or simply helping clients make smart money decisions, is truly Gavin’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant. Gavin is honored that most of his clients call him a “friend” or even “family”.

Gavin graduated with a Bachelor’s of Science Degree from the University of Arizona. Gavin currently holds the FINRA Series 7, 63, 65, and 24 securities registrations with LPL Financial, LLC as well as numerous state securities and life and health insurance licenses.

Outside of work, Gavin is blessed and proud father to two beautiful girls, Grace (2001) and Claire (2003). Gavin is an active member in The New Centurions and the Scripps Ranch Old Pros.  In his spare time he enjoys golfing, running, snow skiing, camping and enjoying the San Diego beach and sun. 

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Harry S. Lodge & Associates or LPL.

Tyler is a Financial Advisor with Harry S. Lodge & Associates and he brings 7 years of experience from the hospitality industry with him. His customized blend of hospitality and financial coaching experience enables him to offer a high level of personalized service and financial plan customization to his clients. You can expect to hear from Tyler "This is how we can make your plan work." instead of "No, unfortunately that’s not an option for you."

Tyler graduated from the University of Arizona, Eller College of Management with a Bachelor’s of Science in Business Management and a Philosophy Minor in Ethics. He is a Financial Advisor that holds the Series 7 and Series 66 securities registration with LPL Financial, LLC. Tyler also holds a Life & Health Insurance license.

After graduating from the University of Arizona Tyler worked in Chicago, IL and Dallas, TX where he formed lasting friendships across the country and experienced a different perspective from his roots. During that time Tyler discovered the teachings of Dave Ramsey and began working the baby steps. He became debt free in the Spring of 2019 and did his DEBT FREE SCREAM live on the Dave Ramsey Show! Tyler is currently working on baby steps 4, 5, and 6. Tyler has returned home to Arizona to dedicate his work to guiding clients while they prepare for retirement, plan for major life events, and build generational wealth.

Outside of work Tyler spends his time planning his upcoming wedding with his beautiful fiancé Alexandra, going on walks with his Golden Retriever, frequenting the gym, and suffering as a Detroit Lions fan.

^{Dave Ramsey is not affiliated or sponsored by LPL Financial.}