Tyler Smith, J.D.

Tyler Smith, J.D.

Financial Associate @ Wealth Advisors Group

About

As a Financial Associate with a foundation in law, business, and finance; I bring a unique perspective to helping professionals, entrepreneurs, and decision-makers navigate their financial journeys. I earned my J.D. and a Graduate Certificate in Corporate & Commercial Law from the Indiana University Robert H. McKinney School of Law in 2021, where I was honored to serve as President of the IndyBar Law Student Division and Vice President of the Business Law Association. My academic path began at Indiana University Bloomington, where I graduated with High Distinction Honors in Kinesiology/Pre-Law and minored in Business, Marketing, and Financial Literacy. My professional journey has been shaped by a passion for strategic thinking and personal connection. I began my career as a Graduate Law Clerk, focusing on estate planning, contracts, and business law, experiences that deepened my appreciation for client relationships. I then transitioned into a Commercial Account Manager role at a Tier-1 Automotive Supplier, where I gained valuable insight into corporate operations and negotiation. When the opportunity arose to join Wealth Advisors Group, I knew I had found the perfect fit, combining my love for finance, investing, estate planning, and client service in a fiduciary, fee-based environment. At Wealth Advisors Group, I work closely with clients to develop tailored financial strategies that align with their goals, values, and vision for the future. I believe in building long-term partnerships based on trust, transparency, and education. Whether you're scaling a business, planning for retirement, or navigating a major life transition, I’m here to provide thoughtful guidance and a steady hand. Outside of work, I enjoy spending time with my wife, Stephanie, and our Australian Shepherd, Theo. We love exploring Fort Wayne’s parks, trails, and restaurants. I also have a passion for traveling, sports, cars, and enjoying the company of my family & friends. I’m always open to connecting with like-minded professionals, whether to collaborate, share ideas, or simply have a great conversation.

Country

United States

City

Fort Wayne

Industry

Financial Services

Skill

Business Relationship Management, Time Management, Microsoft Office, Team Leadership, Event Planning, Analytical Skills, Sales, Sport Management, Social Media Communications, Event Management, Legal Research, Legal Writing, Microsoft Excel, Communication, Teamwork, Interpersonal Communication, Organization Skills, Public Speaking, Client Relations, Organization

Experience

Wealth Advisors Group

Financial Associate

Wealth Advisors Group

LinkedIn
2024-3 - Present · 2 yrs 7 mos

Fort Wayne, Indiana, United States

Young Leaders of Northeast Indiana

Member

Young Leaders of Northeast Indiana

LinkedIn
2023-1 - Present · 3 yrs 9 mos

Greater Fort Wayne

- Elected to serve on the Board of Directors.

Young Leaders of Northeast Indiana

Director-at-Large, Leadership Development

Young Leaders of Northeast Indiana

LinkedIn
2024-5 - 2025-6 · 1 yr 2 mos

Greater Fort Wayne

Our mission is to attract, develop, & retain emerging leaders through community, professional, & social engagement.

Creative Liquid Coatings

Commercial Account Manager

Creative Liquid Coatings

LinkedIn
2023-3 - 2024-3 · 1 yr 1 mo

Kendallville, Indiana, United States

- Specialized in Electric Vehicle Industry and Energy Sector Strategy.

Creative Liquid Coatings

Special Projects Coordinator

Creative Liquid Coatings

LinkedIn
2022-9 - 2023-3 · 7 mos

Kendallville, Indiana, United States

- Promoted.

Beckman Lawson, LLP

Graduate Law Clerk

Beckman Lawson, LLP

LinkedIn
2021-8 - 2022-6 · 11 mos

Fort Wayne, Indiana, United States

Highlights of Key Contributions: • Nominated on the firm's marketing committee to enhance operations. • Interacted with clients, attorneys, and other industry professionals via email and phone calls. • Exclusively controlled operations associated with the firm's LinkedIn page. • Joined and led new potential client meetings, signings of estate plan documents, and various business closings. • Supported research and written communication skills by drafting Trusts, Wills, advance directives, stock/asset purchase and sale agreements, shareholder/director agreements, debtor demand letters, and internal research memorandums.

Indianapolis Bar Association & Foundation

Law Student Division Executive Committee: Division Chair/President

Indianapolis Bar Association & Foundation

LinkedIn
2020-5 - 2021-5 · 1 yr 1 mo

Greater Indianapolis

•Served as the Division Chair/President for the Indianapolis Bar Association's Law Student Division.

Indianapolis Bar Association & Foundation

Law Student Division Executive Committee: Secretary Officer

Indianapolis Bar Association & Foundation

LinkedIn
2019-5 - 2020-5 · 1 yr 1 mo

Indianapolis, Indiana Area

•The purpose of the Indianapolis Bar Association (IndyBar) Law Student Division is to encourage student membership and involvement in IndyBar through educational/networking programs in order to develop lasting relationships between law students and IndyBar as a whole. •One of three serving officers for the Indianapolis Bar Association Law Student Division Executive Committee. •Selected for officer position by fellow executive committee members.

Indianapolis Bar Association & Foundation

IndyBar Law Student Division: Executive Committee Member

Indianapolis Bar Association & Foundation

LinkedIn
2019-1 - 2019-5 · 5 mos

Indianapolis, Indiana Area

•Selected as the only 1L law student to serve on the executive committee for the IndyBar Law Student Division. •Develop and harness leadership skills by providing fellow law students with networking events, pro bono opportunities, and various fun-filled events. •Work alongside the Indianapolis legal community to give back to the Indianapolis community through volunteering opportunities. •Able to explore different career paths through events like "Breakfast with the Bar." •Attend and participate in monthly executive committee meetings.

The Indiana University Robert H. McKinney School of Law: Business Law Association

Vice President

The Indiana University Robert H. McKinney School of Law: Business Law Association

2020-3 - 2021-4 · 1 yr 2 mos

Indianapolis, Indiana

•The Vice President assumed the duties of the president should the office become vacant, or if the president was unavailable for any given reason. •The VP kept and had available then current copies of the constitution and bylaws. •The VP was responsible for all tasks given to him/her by the President. •The VP assisted with all event management tasks

The Indiana University Robert H. McKinney School of Law: Business Law Association

Member

The Indiana University Robert H. McKinney School of Law: Business Law Association

2019-8 - 2020-3 · 8 mos

Indianapolis, Indiana

Carson LLP

Summer Associate

Carson LLP

LinkedIn
2020-6 - 2020-8 · 3 mos

Fort Wayne, Indiana Area

Highlights of Key Contributions: • Improved legal research and writing expertise by completing a variety of projects and assignments in various law practice areas, involving business, real estate, transactions, family, trusts and estates, income tax, municipality, and litigation. • Collaborated with teams of attorneys and support staff to meet or exceed a multitude of clients' requirements. • Reinforced verbal communication skills by interacting with clients during intake meetings and phone conferences. • Managed and completed diverse projects within defined timeframes.

Katz Korin Cunningham

Summer Law Clerk

Katz Korin Cunningham

2019-5 - 2019-8 · 4 mos

Indianapolis, Indiana Area

Highlights of Key Contributions: • Retained clients by delivering exceptional services in compliance with legal regulations. • Coordinated with corporate and private clients from diverse industries through trial and arbitration preparation. • Drafted legal documents to scrutinize information researched with specific client facts. • Proofread legal documents to assist attorneys and collaborated with several other law clerks. • Completed projects within defined budgetary and time constraints.

Boughter Sinak, LLC

Legal Intern

Boughter Sinak, LLC

LinkedIn
2018-3 - 2018-7 · 5 mos

Fort Wayne, Indiana

•Created various legal documents such as a motion for summary judgement, memorandums of law, plaintiff interrogatories, requests for production of documents, etc. •Worked directly alongside and assisted a recognized Top 100 Lawyer in the state of Indiana by The National Trial Lawyers Organization. •Participated as an active member of multiple depositions of plaintiffs and defendants as well as a variety of mediations. •Corresponded with numerous clients and supported them in anyway possible. •Have studied and annotated a variety of legal archives such as case law and witness depositions. •Performed an assortment of law office related tasks and duties.

BMW of Fort Wayne

Assistant Service Advisor

BMW of Fort Wayne

2017-3 - 2018-2 · 1 yr

Fort Wayne, Indiana Area

Highlights of Key Contributions: • Served ~50 hours a week as the focal point of contact between service customers and the dealership to ensure customer-centered experience. • Maintained a loaner fleet of high-end luxury automobiles. • Performed routine shop and service drive maintenance duties. • Prepared daily service packets for the parts department, including customer vehicle history reports, remotely activated key data, and pre-work parts orders.

Education

Indiana University Robert H. McKinney School of Law

Indiana University Robert H. McKinney School of Law

LinkedIn

Corporate & Commercial Law Graduate Certificate

2018 - 2021 · 3 yrs

•Dean’s List. •Recipient of the IU McKinney Law Alumni Association Scholarship in recognition for high undergraduate achievement. •Selected by the Indianapolis Bar Foundation Scholarship Committee as the recipient of the IndyBar Educational Scholarship. •Perfect cumulative class attendance rate.

Indiana University Bloomington

Indiana University Bloomington

LinkedIn

Minors: Business, Marketing, and Financial Literacy from the Kelley School of Business.

2013 - 2016 · 3 yrs

High Distinction Honors Graduate (magna cum laude), Dean’s List, University Scholar of Distinction, & Perfect Cumulative Class Attendance Rate.

Tyler Smith, J.D.'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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