Client Service Associate
Tanner has a unique skill set that stems from his experience in financial planning and hospitality. Also a CFP® candidate, his unique professional background has afforded him a keen attention to detail and an aptitude for personalized client service. Tanner coordinates client meetings and assists the advisory team with financial plans while maintaining other client service functions.
Tanner moved to Austin from New Mexico two years ago where he received his BA from Eastern New Mexico University specializing in Marketing and Financial Planning. In his free time, Tanner enjoys spending time outdoors, kayaking on Ladybird Lake, writing, and watching football with friends.