CoverProfile

Tanner Stepp

Senior Investment Strategist and Financial Advisor

Clarify Wealth Management Inc

United States, Indiana, Lafayette

About Me

Tanner is a graduate of Western Kentucky University, a CERTIFIED FINANCIAL PLANNER™ professional, and an Accredited Investment Fiduciary®. He joins Clarify Wealth Management with the vision of helping our advisors to provide comprehensive financial planning to the Lafayette, IN community. Growing up in a small west Tennessee town, Tanner quickly learned the importance of building and maintaining relationships. He says, “Learning when to speak and when to listen was something I caught on to fairly quickly. So, I do my best to incorporate that mentality into my work.”

Profile Information

Senior Investment Strategist and Financial Advisor

Clarify Wealth Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lafayette

Indiana

United States

Sep 4, 2024

More profiles to browse

Profile Photo
Chad Baxter
Director Of Financial Planning
BC
Brad Clark
Chief Investment Officer
JB
James Brandenburgh
Chief Executive Officer
AR
Aubrey Ramey
Chief Financial Officer

You Might Like

RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson
PG
Patricia Gee
Operations
Manhattan Family Office
SS
Sandy Shen
Research Analyst
Manhattan Family Office