Tanner graduated May 2022 from Utah Valley University with a Bachelor’s degree in Personal Financial Planning. He grew up working for his dad’s construction company until he began working at Capita in October of 2021 and is now one of our Wealth Advisors. Tanner and his wife welcomed their first child in February 2022. He enjoys anything outdoors and watching football.
Fill out the form below to get in touch!
Upon learning more about your financial goals in the first consultation we will be able to place you with an advisor and support team that best fits your needs. Your advisor is selected based on life status, your preferences, investment goals and the specializations that will help you most!
Your team will tailor your financial plan to suit your needs; taking into account your goals, time horizon, and risk tolerance. Your team is dedicated to constructing a plan that aligns with all the facets of your specific financial situation.
As your situation evolves, your team will be able to help you with every area of your finances within our network. Whether it be connecting you with a CPA, an estate attorney, or a Medicare specialist.
Our network includes a vast range of products and services in the market, which means we can shop around for the tools that best fit your unique needs. Your financial success is in great hands!
Founder and CEO
COO and Managing Partner
President and Managing Partner
Partner & Wealth Advisor
Partner & Wealth Advisor
Partner & Wealth Advisor
.jpg)
Partner & Director of Financial Services
Partner & Director of Marketing
Partner & Wealth Advisor
Partner & Wealth Advisor
There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.
Explore The Guided Path SERIESTopics Discussed:
.png)
.png)