FINANCIAL PLANNING AND INVESTMENT REVIEW SPECIALIST
Tanner joined the Legacy Wealth Partner Team in 2020.
Practicing in financial services since 2017, Tanner provides comprehensive financial planning, investment management, and 401k consultation for individuals and business owners. Tanner spent the previous 3 years helping business owners design and implement 401k plans for their business and their employees.
He specializes in working with business owners, retirees and pre-retirees who are serious about creating a financial plan that maximizes resources to achieve their goals. Currently holding his FINRA Series 6, Series 63, and Series 65. He has bachelor’s degree in business administration from the University of Arizona and is currently studying for the CFP certification.
Tanner lives in Lakewood, Colorado with his girlfriend and English Bulldog. He enjoys golfing, playing basketball, live music, and spending time outdoors.