Tyson Lokke

Hello there! 👋🏼 I’m Tyson Lokke, a Certified Financial Planner™ with nearly 15 years of experience helping high-net-worth clients navigate complex financial challenges. My career has taken me through firms like United Capital and Goldman Sachs, where I’ve honed my expertise in wealth visualization, strategic exits, and tax-efficient financial planning. I have a deep passion for working with golfers, caddies, and their families, simplifying multi-state planning issues so they can focus on what truly matters. I also specialize in helping small business owners, executives, and 401(k) sponsors optimize their financial strategies. I earned my bachelor’s degree in Business from the University of Nevada, Reno—an R1 Carnegie Research University—and completed my CFP® certification at Bryant University. When I’m not working, you’ll likely find me on the golf course, spending quality time with my family, or engaging with my local community.

Schedule a call today
Schedule a call todaySend an email
location sign

Las Vegas, NV

LinkedIn Icon
How tyson works with clients
Quotation marks

"I believe in a strategic, forward-thinking approach to wealth management—helping clients visualize their financial future, optimize opportunities, and navigate complexities with confidence. My goal is to simplify the process, provide clarity, and create tailored strategies that support their long-term success."

Learn more about Tyson

How can I help?

Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Circles showing the effects of financial planning

Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
Bar chart

Estate & Trust Planning

 PRESERVATION OF YOUR LEGACY

We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
pie chart with small wedge cut out and filled in for alternatives investing

Legacy & Charitable Planning

MINIMIZING YOUR TAX BURDEN
 Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.  
Image of line and circles
quote marks

Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

Quotation marks
JOIN THE NEWSLETTER

Monthly recaps on financial markets. Stay in the loop with Tyson.

Get to know Tyson

I’m Tyson Lokke, a Certified Financial Planner™ with nearly 15 years of experience helping high-net-worth clients navigate complex financial challenges. Throughout my career at firms like United Capital and Goldman Sachs, I’ve remained committed to delivering innovative financial solutions. I specialize in helping clients visualize their wealth, plan strategic exits, and maximize their financial potential while minimizing tax burdens. I have a deep passion for working with golfers, caddies, and their families, simplifying multi-state planning issues so they can focus on what truly matters. My expertise extends to small business owners, executives, and 401(k) sponsors, as well as leading financial planning and portfolio management initiatives at Goldman Sachs for Las Vegas and Reno/Tahoe.

I earned my bachelor’s degree in Business from the University of Nevada, Reno—an R1 Carnegie Research University—and completed my CFP® certification at Bryant University.

Outside of work, you’ll often find me on the golf course, spending quality time with my family, or actively engaging in my local community.

Connect with Tyson:

Schedule a call today
Schedule a call todaySend an email
CONNECT WITH tyson

Book a 30-minute introductory call with Tyson.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

Schedule a call today
three circles overlapping showing financial planning
Schedule a call today
Schedule a call today