About
Tanner
Tanner is often the first person a prospective local Focus client meets—and he strives to make that first impression count. He partners with high net worth individuals and families to understand their goals and what they value most in a wealth management relationship, then guides them to the Wealth Advisor best suited to their needs. His focus is on making the experience effortless and seeing that every client feels understood from the start.
Tanner entered wealth management driven by a passion for helping people make confident financial decisions and pursue their long-term goals. Years of working directly with prospective clients have shaped his core belief: truly understanding someone's situation is the foundation for connecting them with the right solutions. He values helping families navigate important financial decisions by building meaningful relationships and connecting them with comprehensive planning and investment solutions—deepening his conviction that personalized advice and trusted partnership are essential to long-term success.
Before joining Focus, Tanner spent more than two years as an Account Executive at Fisher Investments, working closely with high net worth investors to evaluate strategies and pursue their objectives.
Tanner began his collegiate career at High Point University as a Division I soccer student-athlete, winning the Big South Championship before transferring to the University of Oklahoma. There, he served on the executive committee of Lambda Chi Alpha and helped lead his club soccer team to a Big 12 championship. These experiences instilled the leadership, teamwork, and discipline he brings to his clients today.
Outside of work, Tanner enjoys time with family and friends, golf, fishing, and the outdoors.
Education and Professional Milestones
-University of Oklahoma - bachelor’s degree in communications
Tanner is often the first person a prospective local Focus client meets—and he strives to make that first impression count. He partners with high net worth individuals and families to understand their goals and what they value most in a wealth management relationship, then guides them to the Wealth Advisor best suited to their needs. His focus is on making the experience effortless and seeing that every client feels understood from the start.
Tanner entered wealth management driven by a passion for helping people make confident financial decisions and pursue their long-term goals. Years of working directly with prospective clients have shaped his core belief: truly understanding someone's situation is the foundation for connecting them with the right solutions. He values helping families navigate important financial decisions by building meaningful relationships and connecting them with comprehensive planning and investment solutions—deepening his conviction that personalized advice and trusted partnership are essential to long-term success.
Before joining Focus, Tanner spent more than two years as an Account Executive at Fisher Investments, working closely with high net worth investors to evaluate strategies and pursue their objectives.
Tanner began his collegiate career at High Point University as a Division I soccer student-athlete, winning the Big South Championship before transferring to the University of Oklahoma. There, he served on the executive committee of Lambda Chi Alpha and helped lead his club soccer team to a Big 12 championship. These experiences instilled the leadership, teamwork, and discipline he brings to his clients today.
Outside of work, Tanner enjoys time with family and friends, golf, fishing, and the outdoors.
Education and Professional Milestones
-University of Oklahoma - bachelor’s degree in communications