Tyler B. Powell, AAMS®, CRPC®
Senior Vice President, Financial Advisor
(805) 695-4829
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...
Lorena Huerta-Parra
Client Service Associate
(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...
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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