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.
United States
Fort Wayne
Financial Services
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

Graduate Law Clerk
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.

Law Student Division Executive Committee: Secretary Officer
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.

IndyBar Law Student Division: Executive Committee Member
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.

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

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

Summer Associate
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.

Summer Law Clerk
Katz Korin Cunningham
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.

Legal Intern
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.

Assistant Service Advisor
BMW of Fort Wayne
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

Corporate & Commercial Law Graduate Certificate
•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.
Tyler Smith, J.D.'s Contact Information
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