Tyler Simones

Partner

Tyler Simones grew up in New Hampshire, ski racing across New England. He attended the University of Maine at Farmington, where he earned his Bachelors of Science in Business Economics. His career path was set when he read about Warren Buffet in the Rodger Lowenstein book, “The Making of an American Capitalist,” and was forever hooked on the art of building and managing wealth. After graduating, Tyler began his career in the investment business with Pioneer Investments in Boston, MA.

He has since lived and worked in Nebraska, Louisiana, California, and Oregon working mainly on the institutional side of the investment business. He now looks forward to working directly with clients, work towards achieving their long-term financial goals together. When not in the office, Tyler can be found with his nose in a book or investment report, or out on the golf course. Tyler’s wife, Catherina, graciously endured the many moves around the country, always hoping they would eventually settle closer to family in the Pacific NW. They are excited to be making Bend their new home and to raise their two young children in the beautiful Northwest.