I’m a Certified Public Account (CPA) and Personal Financial Specialist (PFS) with over 30 years of experience in the investment, tax and financial services industries. I help executives and tech professionals in Orange County, California with wealth management, tax and estate planning and charitable giving.

After graduating from Louisiana State University (LSU) with a bachelor’s degree in finance, I started my career in financial services in New York City with KPMG. I later pursued an MBA (concentration in Finance) at Vanderbilt University in Nashville, Tennessee. I’ve spent many successful years working at top firms in both New York City and in Irvine, California.

I founded Clarity Wealth Management (now Apella) in 2010 and am solely focused on helping executives, professionals and their families with tax, retirement and estate planning. Apella is a client-focused financial planning firm that offers unbiased advice. We don’t earn commissions, so we always do what’s in our clients’ best interest. We don’t sell products; we give advice and build long-term relationships.

When I’m not in the office, I enjoy spending time with my husband, our children and our Labrador Retriever, Chunk. We’re a dog-friendly office and Chunk comes to work with me on office days. You’ll get to meet him when you come in. To stay active, I spend time outdoors swimming in the ocean, hiking and mountain biking.

If you have questions about your equity compensation and employee benefits, need help making important financial decisions or need advice from an experienced professional, I’m here to help. I’ll take the time to help you understand how to connect your money to your lifestyle and embrace your finances.

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Tyler has been working as an advisor to executives, families, retirees, and small businesses since 2013. His experience spans from working for two of the nation’s largest Wall Street Firms to years of experience as a fiduciary independent advisor. His goal has always been to make a positive impact in the lives of clients and believes that planning is the key to truly understanding a client’s financial needs.

Tyler earned his B.S. in Business Finance from California State University, Fullerton. He’s licensed as an Investment Advisor Representative, holds his California State Insurance License and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Tyler is an active member of the Financial Planning Association and has been nominated as a Five Star Professional Wealth Manager in Orange County.

Tyler enjoys the challenge of solving clients’ complex financial needs and turning them into simple solutions. He thrives on educating clients and is most rewarded when clients feel empowered and confident to make good financial decisions and pursue their most important goals.

Outside of the office, Tyler is an avid golfer, a wine enthusiast, and enjoys spending time outdoors hiking and camping. He lives in Rancho Santa Margarita with his wife Melissa, and their son Greyson.

Christi Weinhuff earned her B.A. in the History of Art from Vanderbilt University, where she also studied Corporate Strategy. Motivated by her distinct interest in the intersection of the art and financial worlds, Christi’s experiences working in both sectors have fostered the development of a unique skill set.

At Apella, she plays many roles, from the coordination of regular office processes, to the development and execution of the firm’s marketing strategies. Christi also works closely with Gina to manage several aspects of investment advisory client relationships, for both existing and prospective clients.