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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

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