Here to help empower your journey.
Our Story
With extensive experience spanning many years, our team has enjoyed helping Americans end dependence on their 9-to-5 paychecks by creating retirement income plans that focus on preservation of principal, tax optimization and reliable streams of income. While working for a major broker-dealer, our team was limited to offering only a handful of company-specific products, which limited the variety of solutions we offered to our clients. Now, as an independent firm, our team is able to connect the right solutions to our clients’ needs regardless of what logo happens to be on the front page.
Michael and Tyler love to meet with clients to help give them the confidence they need to pursue a rewarding and confident retirement. When they are not meeting with clients, they are analyzing and creating retirement plans, running financial live events, recording podcasts or appearing on local news outlets. Their greatest satisfaction comes when clients send them photos of their latest national park adventure or share stories of their latest visit with their grandkids.
As the Office Manager, Shannon runs all of the behind-the-scenes administrative tasks needed to keep the business running smoothly. Our clients often speak with Shannon directly as she handles Michael and Tyler’s busy schedules.
Although our team cannot help everyone, we exclusively serve those who align with our process, our values and our mission. We firmly believe in the wisdom found in Proverbs 15:22 and continually offer lifetime guidance on your road to end dependence.
AE Wealth Management LLC provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management.
Who you’ll be working with
Tyler’s entry into the financial industry was inspired by his upbringing with a single mother, who showcased unparalleled diligence in managing finances. This early exposure, combined with his desire to intertwine his faith with money management, propelled him into a career where he could make a significant impact.
Tyler Jones, WMCP
Co-Founder and Investment Adviser Representative
Intrigued by the challenge of turning financial challenges into coherent retirement plans, Michael ventured into the financial industry with a strong desire to make a tangible difference in others’ lives.
Michael Miller
Co-Founder and Investment Adviser Representative
Shannon thrives on the consistent rhythm of her day-to-day responsibilities at Endependence Financial, finding great satisfaction in the finer details that many might overlook. From sending out elegantly wax-sealed cards to clients, to meticulously organizing documents, to the creative aspect of event planning, Shannon’s love for routine tasks helps the firm’s operations run smoothly and efficiently.
Shannon Fellows
Office Manager
Our team is accepting new clients.
We would love to hear from you.