Schott Financial Management announces the appointment of Tygan Holtey as their new Registered Assistant and Associate Financial Advisor.
Tygan comes to Schott Financial with his Security Industry Essential (SIE), Series 7 and Series 66 qualifications, and plans to continue his education and aspires to complete his training as a Certified Financial Planner (CFP).
Beginning as a Financial Advisor Intern at Wells Fargo, Holtey carried his knowledge to Morgan Stanley as a Wealth Management Associate. While there, he assisted executive officers at Fortune 500 Companies with their stock compensation.
“Acquiring the right talent is the most important key to growth. Hiring Tygan to join our team will help take the company to great heights,” says Steve Schott, Owner, and Financial Advisor of Schott Financial Management.
Tygan Holtey has a great amount of experience in financial planning, stock compensation plans, and stock options. With his extensive experience from Morgan Stanley, Tygan will assist clients with their financial plans while further expanding his education at Schott Financial Management. “I will offer the firm’s clients a long-term solution to maintain a relationship at Schott Financial Management,” states Holtey.
Originally from South Dakota in a family of four, Holtey will be relocating from Queen Creek to Prescott Valley, Arizona with his wife. When he has free time, you can find Tygan watching football, playing golf, and traveling.
Schott Financial Management is locally owned and operated and celebrates three generations of leadership. When it comes to investment consulting, the firm is structured so their financial advisors can personally advise clients on a one-on-one basis. Steve’s team supports the firm by striving to provide excellent customer service in a prompt and timely manner. Their clients are greeted warmly by name when they visit the office. With a comfortable and spacious office, they provide a private and secure space to create a warm, welcoming, and family-like atmosphere. Learn more about Schott Financial Management at www.SchottFinancialManagement.com.