Tyler McNamara

About Tyler McNamara

I’m a Dad first and that perspective shapes everything I do.I’ve learned firsthand how quickly life can change, and how important it is to have a plan in place, not just for growth, but for protection, clarity, and peace of mind. That’s what led me to become a comprehensive financial planner.Today, I work with individuals, families, and professionals to help them make confident financial decisions and build plans that adapt as life evolves.I focus on creating personalized, comprehensive financial plans designed to:• Grow and protect your wealth• Navigate market volatility with confidence• Minimize taxes over time• Prepare for both expected and unexpected life eventsWhether you’re just getting started, growing your family, buying a home, or managing a more complex financial picture, we help simplify the process and bring structure to your financial life.Our planning includes:• Comprehensive financial planning• Investment management• Retirement planning & income strategies• Insurance and protection planning• Tax-efficient strategies• Estate and legacy planning• Education funding• Business and succession planning• Equity compensation planning (ESPPs, ISOs, NQOs, RSUs)At the core, this isn’t just about numbers, it’s about helping you focus on what matters most, knowing you have a plan in place.If you’re looking for guidance, or just want a second opinion on where you stand, I’m always open to a conversation.

Experience

1. Financial Representative

   Northwestern Mutual

   Mar 2026 — Present · Fairfield, CT, US

   Our firm works with high-achieving professionals who value discipline, integrity, and long-term thinking.As careers advance and income grows, financial decisions become more interconnected, spanning investments, taxes, equity compensation, insurance, and long-term planning. What once felt manageable often becomes complex, and fragmented advice can create unnecessary friction.Our team’s role is to bring structure and clarity to that complexity.We are a wealth firm focused on comprehensive financial planning, not just investment management. We help clients make intentional decisions, avoid reactive moves, and build strategies designed to evolve alongside their careers, responsibilities, and priorities.We work best with people of high character who value preparation, accountability, and thoughtful decision-making. In our view, a strong financial plan should reduce noise, create confidence, and allow clients to focus on their work and their life without constantly revisiting the basics as circumstances change.

Education

• Southern Connecticut State University

  Bachelor of Science (B.S.), Sports Management

  2010 — 2014

• Florida State University

  Master’s Degree, Sports Management

  2015 — 2017

Skills

• Data Entry
• Cpr Certified
• Sports
• Time Management
• Cashiering
• Microsoft Excel
• Powerpoint
• Childcare
• Merchandising
• Learning Quickly
• Telephone Skills
• Management
• Inventory Management
• Lacrosse
• Retail
• Athletics
• Sports Management
• Retail Sales
• Microsoft Office
• People Skills
• Customer Satisfaction
• Microsoft Word
• Football
• Customer Service