Our Team
About
Our unique values
What sets us apart is our commitment to building lifelong relationships, simplifying the complex, and empowering our clients through education, not sales. Whether you’re navigating equity compensation, selling a business, needing tax strategies or planning for your retirement, we take the time to explain every solution and decision in a way that makes sense. With us, you’re more than just a client… you’re family.
Tom A. Tyo, MBA
Owner | retirement planner | Tax Strategist
Tom Tyo is Managing Director of Strategic Path Financial Group, LLC and a fiduciary retirement planner.
He helps high earning tech professionals, business owners, and individuals nearing (or in) retirement make smart, tax-efficient decisions so they can retire confidently and protect their legacy.
Tom combines more than a decade in financial services including two years at a Fortune 100 company with decades of experience in hotel management and technical recruiting during the Silicon Valley tech boom.
Those roles taught him the value of white-glove client service and revealed how many high earning tech professionals struggled to understand equity compensation.
He founded Strategic Path Financial Group in 2019 to close that knowledge gap and deliver concierge level planning.
Wendy Wynman
Director of Marketing
Wendy brings a dynamic blend of financial expertise, compliance insight, and creative
flair to her role as Director of Marketing. With over a decade of experience in finance
and compliance within private education, she is recognized for streamlining operations
and improving efficiency, earning Employee of the Year honors.
In recent years, she’s focused on social media and commercial marketing, creating
engaging visual content for platforms like Instagram, Facebook, YouTube, and various
websites.
Strategic Alliances
Carl Worden III
CEO Defer Tax
Carl Worden III has helped educate thousands of clients how to successfully defer taxes from the sale of their highly appreciated assets. Over a period of more than two decades, Carl and his team have partnered with the best Financial Advisors, Trust & Tax Attorney’s, Real Estate Professionals, and CPAs to become a leader in his industry. His team has helped inform their clients on strategies to sell their real estate, business or highly appreciated assets without paying a huge tax bill. Carl is devoted to his mission, to make the complicated and complex tax deferral options that the wealthy have used for years, available to everyone from all walks of life. Carl has found a way to make the subject of tax deferral, aka saving a lot of money, fun, and exciting!
Warner Cutbill
CPA SingerLewak
Warner Cutbill is a tax partner specializing in tax preparation and planning for a wide variety of clients including individuals, partnerships, corporations, trusts, estates, and nonprofits. He has over 10 years’ experience in public accounting. His industry experience has been in agriculture, digital assets, healthcare, manufacturing, technology and real estate. Warner has a bachelor’s degree in accounting from California Lutheran University where he served as treasurer of the Accounting Association. He is a member of the California Society of CPAs and the American Institute of Certified Public Accountants.
Stephen A. Lindsley, Esq.
Attorney
The Law Offices of Stephen A. Lindsley proudly serves a diverse range of clients throughout Southern California.
After a decade honing his legal expertise at established firms in Riverside, San Diego, and Orange County, Stephen A. Lindsley founded his own practice in the Temecula Valley in 2000. Since then, Mr. Lindsley has successfully represented clients in complex Business, Real Estate, Commercial, and Litigation matters.
The firm focuses on sophisticated Business Law matters including Entity Formation, Transactions, Litigation, Insurance Disputes, Employment Law, and Contract Negotiations. Additional areas of practice include Real Estate Law, Estate Planning, Probate, and Municipal Law.
Well known throughout the Temecula Valley, Mr. Lindsley is recognized as a skilled Commercial and Real Estate attorney, both in transactional and litigation contexts. He is widely regarded as an aggressive business advocate and negotiator, and serves as the firm’s cornerstone for delivering high-level Business, Insurance, and Real Estate legal services.