Instructor Biography - Tanner Stepp

Tanner and his team provide holistic financial advice that serves unique situations and goals. Using a discovery process, they gain understanding on what is most important to you. Then, they develop personalized strategies to achieve your goals in the most efficient and appropriate ways. Tanner recognizes no two situations are alike, and many families and business owners would benefit from having someone they trust guide them towards success. His team takes pride in their efforts to provide best-in-class service, where the client comes first. Together, they serve clients all over the nation and offer over 50 years of financial service experience.

Outside of the office, Tanner loves spending time with his wife, Lena. Together, they enjoy traveling, playing tennis, surfing and spending time with close friends and family.