Tanner Banister, CFP®, serves as a Wealth Advisor, helping clients navigate financial decisions with a clear and planning-focused approach. As a CERTIFIED FINANCIAL PLANNER™ professional, Tanner works with clients to understand their goals, evaluate priorities, and develop strategies that reflect their evolving needs.

Tanner brings consistency, care, and attention to detail to the client experience. His work supports planning conversations, investment coordination, and the ongoing guidance clients need as they pursue their long-term objectives.