With firsthand experience sitting on the client’s side of the desk, Tyler Lilly understands the importance of having a trusted  financial professional who truly listens. Before entering the financial services industry, Tyler managed 110 drivers at UPS, where he mastered leadership, organization, and strategic problem-solving—skills he now applies to helping clients achieve their financial goals.

As a graduate of SUNY Cortland (B.A.) and IONA College (M.A.), and a former college athlete, Tyler combines discipline and dedication with a results-driven mindset. His ability to build genuine, long-lasting relationships ensures clients feel valued and supported every step of the way.

Tyler specializes in crafting customized financial strategies that align with his clients’ unique objectives. Whether navigating retirement planning or risk management, Tyler’s structured yet approachable method empowers clients to make informed decisions with confidence.

Outside of his practice, Tyler is a proud father, husband, Olympic weightlifting enthusiast, and self-taught cinematographer. His creative skills and technical expertise allow him to communicate complex financial concepts in clear and actionable ways. With a keen understanding of the balance between living for today and planning for tomorrow, Tyler is committed to helping clients secure their financial futures while enjoying life’s journey.

I am licensed to offer fixed insurance products and services in NY. State Licenses vary. Domiciled, NY