
Paraplanner, MOKAN Wealth Management
I am a paraplanner at MOKAN Wealth Management in Overland Park, KS, specializing in helping pre-retirees navigate the complexities of retirement planning. With two years of experience in the financial industry, I focus on crucial areas such as social security timing, Medicare and IRMAA, retirement income strategies, and tax planning. My approach centers on minimizing the tax burden for clients, effectively "removing Uncle Sam from your retirement" to help ensure a more secure financial future.
Tyler Tomlen holds both the National Social Security Advisor (NSSA®) certification and the IRMAACP™ training in Medicare planning, reflecting advanced training in retirement income and Medicare cost planning.
I understand the unique challenges faced by families in the Overland Park area, especially at or around retirement. With a background rooted in the values of family and education, having attended K-State with his entire family, I bring a personal touch to my professional services. In my free time, I enjoy golfing, running, and being outside!
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.