Tyler Smith, MBA
Tyler discovered his passion for finance at a young age when his father opened a Roth IRA for him at 13 years old and began teaching him the importance of budgeting, saving, planning, and investing in achieving long-term financial independence and creating wealth. Tyler received a BS in Entrepreneurship and Small Business Management from Quinnipiac University in 2014. In 2019, he completed his Masters of Business Administration, CFA track, also from Quinnipiac University.
It was his journey through graduate school where his passion for Finance deepened. Studying concepts such as Portfolio Theory and Construction, Fixed Income Investments, Emerging Markets, Global Investment Analysis, Equity Investments, all allowed Tyler to think of things differently and comprehensively. Tyler understands that we can naturally fall into a routine and become consumed with staying on top of our day to day lives, families, and businesses. Critical components to a healthy and happy future like personal finances may become overlooked. He helps clients break from that routine to identify and address those critical elements while guiding them through a unique planning process. As a result, his clients gain clarity and confidence knowing that they will be okay despite what life throws at them. Developing financial strategies, that are crafted to evolve over time and stress-tested to weather the challenges of life’s unknown changes, motivates Tyler to continue to grow his practice.
He educates clients using an uncommon holistic and integrated approach to financial planning. Every client has a story, creating tailored financial strategies that fit in with their story is important. There is no such thing as a one size fits all financial plan. Through the accumulation, distribution, and preservation phases, Tyler and his clients work together to achieve their goals.
A former 10-year competitive bodybuilder, now Tyler enjoys golfing, boating, fishing, hiking, and camping. He also enjoys spending time with his future wife Laura and their two beautiful cats Oliver and Loki.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.