Our Team

Tyler Phelps

Marketing Relationship Coordinator
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Tyler S. Phelps serves as the Marketing Relationship Coordinator, acting as the liaison between our company and the community. Applying his strong background in marketing and customer relationship management, he aims to bridge the gaps between retirees or those in need of our team of CFPs®.

Tyler has experience working in the technology sector with a strong focus in the area of marketing and business development. While attending Grand Valley State University, Tyler began working as an independent marketing and technology consultant for small businesses and municipalities. His academic focus shifted towards ethical marketing and the influences of AI. In addition to over 5 years of marketing experience, at age 21, Tyler passed FINRAs Series 27 designation and worked for BDs as their Financial and Operations Principal (FINOP).

Tyler was born in San Clemente, CA and raised in Orange County. He is quite the NBA aficionado and follows the Los Angeles Lakers. He spends his free time making music, hiking, or playing board games, basketball, and tennis. If you see him out in public, don’t be afraid to say hello as he enjoys meeting new people and chatting about economics and psychology.

 


25

Years in Business

370+

Clients

$600MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia