Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Tyler Stephens

Tyler Is A Coach, Lover of Sports, Father of Three, And Relationship Builder

Tyler is a Wealth Advisor with nearly 10 years of experience in the industry. Prior to rejoining Stephens Wealth Management Group, he worked at Financial Plus Credit Union as a Financial Advisor for four years.

Tyler is passionate about helping clients understand how to set and meet their goals as well as prepare for their retirement years. He is currently working towards his CERTIFIED FINANCIAL PLANNER™ certificate.

Service and Leadership

Tyler is active in community organizations such as the Gen Forward Network, a young philanthropic giving circle that lets members pool their money and make a positive impact in Genesee County through grants to nonprofits. He also coaches lacrosse for Lake Fenton High School.

Tyler's Money Story

"I was able to learn and observe the Financial Planning industry from a very young age.  As many of you know, Sherri Stephens is my mother.  I remember meeting many of Sherri’s clients as a child.  I often heard stories from clients about how Sherri’s work changed their lives and helped them realize dreams they never thought would be possible. When I turned 15, I was allowed to intern and sit in meetings with my mom and her clients.  I loved watching how she handled different financial challenges and opportunities.  I saw her be calm, empathic, resourceful, and flexible in dealing with each client situation.  I was hooked. From that time on, I knew being a professional golf caddy was out the window and being a Financial Advisor was my calling. I have been extremely lucky to be part of one the best financial planning teams in the country, and learning from some of the best advisors and leaders in the industry."

Tyler Stephens


Bachelor of Business Administration, University of Michigan – Flint

Outside the Office

Originally from Davison, Tyler now lives in Fenton with his wife Jessica and three children Laila, Xavier, and Joaquin. In his free time, he enjoys the outdoors and spending time with family.

"Leave Nothing To Chance."


5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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