Tatum Schuler, CFP®, CPWA®, TPCP®, CDFA®, CPFA®

 

 

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Tatum Schuler provides thorough wealth management advice and guidance for his clients, whether they be individuals, families, business owners, or executives. Tatum begins relationships by listening to his clients’ concerns, motivations, questions, needs, and goals to then develop a comprehensive strategy to address and achieve what is most important to them.

 

Tatum brings over two decades of professional advisory experience to Rally Wealth and Benefits. He has a dedication to finding the best ideas and solutions, and pledges to seek out the answers to questions if he doesn’t know, which includes involving the proper partners to assemble a well-rounded team.

 

Tatum earned his CERTIFIED FINANCIAL PLANNER professional designation in 2012, the Certified Private Wealth Advisor® professional designation in 2023, the Certified Plan Fiduciary Advisor® designation in 2024, the Certified Divorce Financial Analyst® designation in 2025, and the Tax Planning Certified Professional® designation in 2025.  He is also currently working on earning further professional designations, as he believes that lifelong learning and evolution are critical to acting in a fiduciary capacity to those he is fortunate enough to serve. 

 

Tatum hails from Minnesota but now considers himself a true Kansas Citian after 20 years. He is a proud dad to two young sons who keep him busy with sports and coaching, LEGO building, and their everyday busyness.

 

In his free time, Tatum enjoys practicing yoga, following the Chiefs and Royals, Minnesota Golden Gopher football, studying (he proudly recognizes this makes him a nerd!), and hopes to soon resurrect his long-dormant golf game.