Tanner joined our team at the tail end of 2021 and then transitioned into full-time at the beginning of 2025. He earned his Bachelor of Science degree in accounting in 2024 from the University of Wisconsin – Stevens Point. He is responsible for updating client accounts. He assists in the creation of Financial Plans. He works closely with our advisors in gathering financial data and preparing for client reviews.
Licenses & Credentials:
- Life and Health licenses
- Notary
In his spare time, Tanner is a professional cornhole player.