The Art and Science of Successful Planning

Our Professionals

Tyler G. Harrelson, CES, CLTC, CFS

Investment Advisor Representative President

 (239) 489-0084

(239) 489-0965

 tylergharrelson@ASofSP.com

Tyler’s practice is very multi-faceted. He practices primarily in the area of business and personal financial consulting, which touches just about everything in life that has anything to do with finances. Due to his broad...

Read more

Annette Connie

General Lines (Property & Casualty 220)

 (239) 489-0084

(239) 489-0965

 AnnetteC@ASofSP.com

License Number P109870 Annette was born and raised in NY and NJ, and relocated with her family to SWFL in the late 90’s, buying her first home in Cape Coral in 2000. She acts as our personal property lines manager, specializing...

Read more

Bryan Baskin (Of Council)
Licensed Nursing Home Administrator
Elder Armchair Advisor
Phone:  (239) 489-0084
Cell: (405) 834-9706

Brian’s focus is assisting our senior-aged clients with their decision-making process on the
appropriate care and community selection. Bryan graduated with his bachelor’s degree in
sociology and later attended the University of Oklahoma gerontology scholar program earning
his license in Healthcare Management with a specialty in geriatrics.

Read More

Stephanie Wolf | Senior Living Advisor – Naples, Florida

Stephanie Wolf is an experienced Senior Living Advisor with over eight years of expertise in senior living, client relations, and healthcare coordination. Her comprehensive background spans senior living sales, life enrichment programming, and administrative management, providing her with a nuanced understanding of both the operational and emotional aspects of senior care transitions.

As an independent Senior Living Advisor with Tyler Harrelson, Stephanie specializes in guiding seniors and their families through the complex process of identifying optimal housing and care solutions, including independent living, assisted living, and memory care. She is committed to ensuring that each client experiences dignity, community engagement, and the highest standard of quality of life.

Stephanie’s professional mission is to empower families with informed decision-making, promoting access to exceptional healthcare, financial security, meaningful social connections, and purposeful living for seniors. Recognized for her compassionate, client-centered approach, she serves as a trusted advisor for families navigating critical life transitions in the Naples area.

*Stephanie Wolf is not a licensed insurance agent or registered representative of securities; this information is provided for educational purposes only.

Scroll to Top