Meet our full team of specialized financial professionals.
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 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 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
A native to San Diego, Anthony seized to opportunity to return to the area after attending Southern Illinois University. After a decade in the automotive industry specializing in customer satisfaction, system development, business management, and employee leadership including 401K and benefits. He sold his interest in the dealerships entering the financial services industry in 2006.
Both personally and professionally, Anthony implemented techniques taught by Dave Ramsey for budgeting and debt elimination. This became a cornerstone of his work as a Certified Mortgage Planning Specialist, helping people in all aspects of home ownership and real estate investments.
Anthony’s practical business knowledge and financial specialization, he was recruited to become a Financial Advisor, which was a natural fit considering his work to help in his clients obtaining Financial Peace. With his experiences, he can help people in all aspects of financial planning, including cash management, asset accumulation, retirement and estate planning, 401(K) administration and many other aspects of personal and business financial responsibility.
One such personal experience was lessons he learned through his own divorce. Whereas it was an amicable split, there were still financial questions that went unanswered. It is well known that finances can break up a marriage, the stressful time of a divorce only heightens money issues. Anthony committed himself to being a resource for people during these times and has obtained the designation Certified Divorce Financial Analyst. He works closely with individuals through the entire divorce process: pre-divorce, mediation, litigation, and post decree.
Anthony specializes in all major life transitions and is honored to be a positive impact helping others achieve their goals and dreams.
CA Insurance Lic. #0G65930
“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
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
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
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 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.