Tyler Amendola

Tyler J. Amendola brings a thoughtful and analytical approach to his role as Communications and Special Projects Coordinator and Investment Adviser Representative. He supports our planning environment by contributing to RIA compliance projects, strengthening internal systems, and helping maintain an organized and consistent client experience. Tyler is focused on steady growth within the advisory profession and values collaboration across our team.

Day to day, Tyler assists with CRM workflow management, compliance initiatives, and planning preparation. He contributes to operational improvements and supports technology integration efforts within our practice. His work helps ensure that internal processes remain structured and efficient as our team continues to evolve.

Tyler holds a STEM-designated MBA in Business Analytics from Florida Gulf Coast University and earned his Bachelor of Arts in Business Administration from the University of Florida. He continues pursuing additional professional development as he advances in the financial planning profession. His strengths include analytical thinking, data-driven decision making, and thoughtful technology integration within wealth management.

Outside of the office, Tyler enjoys running, playing pickleball, and spending time with friends and family. He enjoys staying active and values maintaining balance both personally and professionally.