Education and Accreditations
- Bachelor of Business Administration with an emphasis in Marketing and Personal Financial Planning (Summa Cum Laude) from Eastern New Mexico University
- CERTIFIED FINANCIAL PLANNER™ professional
Tanner has spent considerable time understanding the psychology of money on individuals allowing him to better communicate financial advice to clients in a manner that will be better understood and appreciated. He recognizes that different people have different financial philosophies, and he uses his experience and understanding to help guide clients on a wealth path that will meet their goals and satisfy their values.
Tanner enjoys creating educational content for clients and fellow advisors that aid in client understanding and help reduce tension in the financial planning process. He is devoted to serving clients with thoughtfulness and understanding.
Things to know about Tanner
What’s on your bucket list of places to go?
What’s your favorite vacation memory?
“Deep sea fishing in Galveston and then grilling what we caught that day.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.