OUR TEAM

Tyler B. Powell, AAMS®, CRPC®

Senior Vice President, Financial Advisor

(805) 695-4830

(805) 695-4829

Tyler.Powell@lplfinancial.com

Tyler began his investment industry career in 2007 before founding Powell Wealth Management in 2023, where he serves as Senior Vice President, Financial Advisor. His love for the financial services industry began early...

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Lorena Huerta-Parra

Client Service Associate

(805) 695-4831

(805) 695-4829

lorena.hparra@lplfinancial.com

Lorena brings more than 20 years of financial service experience to her role as Client Service Associate. She is passionate about serving our clients and...

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Lars Henrikson, CFP®

Financial Planner, LPL Financial

In his role as a Financial Planner at LPL Financial, Lars supports Powell Wealth Management, where he assists in developing and executing comprehensive financial plans. 

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McKenna Tagg

Senior Marketing Associate

McKenna Tagg holds a Bachelor’s degree in Marketing and Economics and a Master of Business Administration with a concentration in Marketing and Leadership. She began her career at a Charlotte-based marketing agency, where she...
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