David Tyler Heymann (everyone knows him as Tyler) is a career entrepreneur with 19 years of experience starting, growing and operating small businesses. Over the last 15 years, his focus has been in the financial management space, including the successful creation, build out, and sale of an integrated CPA and Investment management firm.
Tyler’s experience working directly with professionals, families, business owners, and retirees through life and market cycles, combined with his appreciation for the demands of running a business and supporting a family himself, are the pillars upon which he built Prism Financial Concepts integrated planning model.
Tyler founded Prism in 2006, and is the visionary leader and CEO of Prism. In this role, he focuses on developing and executing on strategic initiatives and building and leading a team of professionals with a combination of skills and talents that are rare to find in the traditional financial services business. For simplicity’s sake, you may think of him as the Director of Getting Things Done.
His experience and background shines for our clients in his ability to tackle the big picture, solve the complicated puzzles, and create clarity for entrepreneurs. Tyler's unique perspective on adding value for clients continually drives his focus to seek the best and highest use of their capital at all times.
Tyler and his wife Stephanie live in Scottsdale with their children Max and Paige and their Havanese, Charley. On the weekends, you can find Tyler playing hockey, spending time with his family, or scheming up ways to be ever more productive.
If you would like to learn more, SCHEDULE A CALL with Tyler to discuss your planning questions.