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

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

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
RD
Russ Degitz
Principal
Huntington University