Tyler Bowen
About Tyler Bowen
Tyler Bowen serves as the Head of Finance at Trust & Will, where he has worked since 2023. He previously held the position of Senior Manager of Financial Planning & Analysis at Trust & Will and has experience in financial roles at Seashine Financial.
Current Role at Trust & Will
Tyler Bowen serves as the Head of Finance at Trust & Will, a position he has held since 2023. In this role, he oversees the financial operations of the organization, contributing to its strategic financial planning and analysis. His leadership is pivotal in guiding the company's financial direction and ensuring sustainable growth.
Previous Experience at Trust & Will
Before becoming the Head of Finance, Tyler Bowen worked as the Senior Manager of Financial Planning & Analysis at Trust & Will from 2022 to 2023. During his nine-month tenure, he played a significant role in enhancing the financial strategies of the company, which supports its mission of making estate planning accessible and affordable.
Education and Expertise
Tyler Bowen earned a Bachelor's degree in Finance from the UNLV Lee Business School, where he studied from 2015 to 2017. His academic background provides a solid foundation for his expertise in financial planning and analysis, which he has applied throughout his career in various financial roles.
Experience at Seashine Financial
Prior to his role at Trust & Will, Tyler Bowen was the Financial Planning and Analysis Manager at Seashine Financial from 2021 to 2022. In this capacity, he managed financial strategies and analyses, contributing to the overall financial health of the organization while based in Irvine, California.
Contributions to Estate Planning Initiatives
Tyler Bowen has been instrumental in Trust & Will's initiatives to simplify the estate planning process. His contributions include fostering partnerships with major financial institutions such as UBS, Fifth Third Bank, and Northwestern Mutual, which enhance the company's ability to serve families in leaving their legacy.