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Meet our full team of specialized financial professionals.

Tyler Abney
Managing Partner

Tyler Abney, CFP®, AIF®

Tyler Abney, CFP®, AIF® oversees your team of financial specialists at Tidemark Financial Partners. In addition to making sure you get high quality financial analysis and technology as our valued client, Tyler brings his expertise on employee stock option strategies and financial planning to help high net worth biotech executives as well as individuals in the education field pursue their financial goals.

Tyler Abney is Tidemark’s lead Financial Planner. He brings his deep level of financial knowledge to give specialized advice to clients with specialized careers. His experience in employee stock options strategies (RSUs, ESPP, NQSO) and retirement planning allows him to provide career-specific guidance to his clients.

After earning his degrees in both Political Science and Management Science, Tyler continued his education at Boston University and passed the rigorous Certified Financial Planner™ exam to build his craft of holistic financial planning services.

At the age of 25, Tyler was named a Branch Manager while honing his skills as an investment consultant at major brokerage companies. He then returned to his entrepreneurial roots, with partner and Tidemark co-founder Josh Stipcich, to focus on providing specialized financial advice to clients with specialized careers.

Tyler and his wife, Ashley, are natives to the San Diego area. They welcomed their son, Jackson, in 2016, and second son Hudson, in 2019.

CA Insurance Lic. #0F20586
Josh Stipcich
Managing Partner

Joshua Stipcich, AIF®

As the co-founder of Tidemark Financial Partners, Joshua Stipcich, AIF® coordinates all operations with the team and helps you with your retirement planning through specialized guidance for your specialized career.

Josh Stipcich is the co-founder of Tidemark Financial, providing his experience in retirement planning through client-specific advice and guidance to accomplish financial goals.

For over 15 years, Josh has been specializing in helping clients understand their retirement accounts, social security, pensions, as well as medical care. In addition to his emphasis on retirement income planning, Josh executes Tidemark’s business development through office operations and implementing internship programs for students who seek a hands-on experience in the financial services field.

Josh’s career in the financial services industry began after earning his Finance degree at Montana State University in Bozeman. After servicing clients as a credit specialist at a major bank, Josh moved to San Diego to pursue his profession as a financial planner. Josh and his wife, Tami, have two children Liam & Mila.

CA Insurance Lic. #0E98467
Frank Alvarez
Financial Consultant

Frank Alvarez

With his expertise in the engineering career, Frank Alvarez specializes in helping Engineers with their finances. Through his detail-oriented analysis and thorough financial advice, Frank provides guidance for those looking to accomplish their long-term financial goals.

Frank Alvarez specializes in providing financial advice and plans to Engineers. As someone who enjoys math and detail-oriented work, Frank recognized his natural fit for working with professionals who value facts and results based on underlying numbers.

Frank earned a bachelor’s degree in economics at San Diego State. He is Bilingual in Spanish and English, committed to offering professional financial advice to a wide range of clients, as well as being a dedicated volunteer in his church’s ministry for the homeless.

CA Insurance Lic. #0K24176
Anthony McLean
LPL Financial Consultant, CDFA®

Anthony McLean

Anthony McLean, CDFA® brings his expertise in helping individuals address the unique financial issues related to divorce. In addition to being a Dave Ramsey advisor, Anthony is dedicated to guiding you to your financial goals.

“As early as I can remember, my father always taught me the importance of integrity, and that has inspired me to always strive to have a positive impact on those I have relationships with.”

A native to San Diego, Anthony seized the opportunity to return to the area after attending Southern Illinois University. After working with partners to launch several Saturn automotive dealerships in San Diego, Anthony sold his interest in the franchise and entered the finance world obtaining the designation as a Certified Mortgage Planning Specialist. With the practical knowledge of operating the business of a dealership coupled with financial and investment knowledge from the banking industry it was a natural evolution to become a financial advisor.

Anthony has varied hobbies including scuba diving and travel. He is a dedicated volunteer to the Shriner’s Hospital for Children, and active in the philanthropies supported by the Freemasons of California.

CA Insurance Lic. #0G65930
Brad Duerks
Financial Consultant

Brad Duerks

Brad Duerks is our financial consultant, helping those located in the Inland Empire here in Southern California. With over 11 years of experience, Brad is committed to providing financial guidance to help you reach your financial goals.

“I was very fortunate to grow up in family that made financial planning and fiscal responsibility a top priority. I was taught very early on that you can live the life you want to live if you plan for the things you want to do and have. I feel very blessed to be able to help others pursue their financial goals and dreams.”

Brad grew up in Redding, California and earned his Bachelor’s degree in finance from San Diego State University.  He has been working in financial services continuously since 2001.

Brad and his wife, Alicia, enjoy traveling with their 3 children and participating in their youth activities.  In his free time, Brad coaches youth soccer and baseball.

CA Insurance Lic. #0D34302
Financial Consultant

Jared Redfield

Jared Redfield specializes in helping tech employees navigate their financial plan. Familiar with the fast-paced work environment of the tech space, Jared is dedicated to helping you pursue your financial goals.

Jared’s deep connection within the community has led him to assist the vibrant scene of Tech employees with their financial planning and retirement planning.

With his background and financial experience, he helps his clients build their retirement by identifying their goals and integrating a holistic financial plan. This process involves investment management, effective tax strategies, life insurance needs, future college planning, and estate planning ideas.

He ties this individual-focused planning in with other strategies available to Tech employees by designing and implementing analysis for their employer-sponsored stock plans and stock option benefits.

CA Insurance Lic. #4058183
Operations Associate

Lisa Aoki

Lisa Aoki is our registered associate, ensuring that you’re provided with the highest quality of service our team has to offer. Bringing her passion for helping others build wealth, Lisa assists you with your pursuit to reaching your financial goals.

Lisa earned her degree in Financial Planning and Services at San Diego State University, and upon completion of the Tidemark Financial Partners’ internship program she was offered a position to join our team.

Lisa is Tidemark’s LPL Registered Administrative Assistant, responsible for supporting the team of consultants with the financial planning process, client relationships, and administrative operations.

Outside of work, Lisa enjoys fitness, cooking, and spending time with friends and family.

CA Insurance Lic. #4035046
Financial Consultant

Daniel Armendariz

Daniel Armendariz covers our Atascadero office, helping our valued clients located in the Central Coast with their financial planning. Using his prior experiences, Daniel provides provides support for individuals in a multitude of financial situations.

Daniel started his career in the Financial Services industry as an insurance agent with the New Mexico Farm and Livestock Bureau after receiving his Bachelor’s in finance from New Mexico State University in Las Cruces. After seeing the impact of financial planning on his client’s lives Daniel decided to become a financial advisor with Edward Jones. In joining with Jones, he accepted it as an opportunity to move to California and further pursue his financial planning career. After several years as a Financial Advisor, he decided to expand his industry experience and knowledge by becoming an Advisor Consultant at the LPL Corporate offices. This move afforded him the opportunity to learn a great deal about financial planning and its application in a multitude of client situations.

Most recently Daniel has returned to the client-facing side of the industry as a Financial Consultant and is now focused on expanding Tidemark’s client base.

Daniel lives in Atascadero with his wife Kelly and their two dogs Sophia and Sinatra. They enjoy visiting and exploring the many towns and sites of the Central Coast area.

Tiffany Ly
Service Consultant

Tiffany Ly

Tiffany Ly is our service consultant, providing operational support to our team. Tiffany also makes sure that we are continuously bringing exceptional service to all of our valued clients.

Tiffany began her professional career at LPL Financial in 2018, joining a team of executive administrative assistants focused on supporting high growth teams at LPL.

She earned a bachelor’s degree in Business Economics from the University of California, Riverside.

A native of San Diego, Tiffany likes going to the beach, spending time with her family, doing yoga, and eating spicy foods.

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San Diego Office

5405 Morehouse Dr. Suite 345
San Diego, CA 92121

Phone: 858.925.8000

Central Coast Office

6907 El Camino Real, Suite A
Atascadero, CA 93422

Phone: 805.466.2045