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.”
Tanner Stepp
Senior Investment Strategist and Financial Advisor
Clarify Wealth Management Inc
United States, Indiana, Lafayette
About Me
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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