As a Financial Advisor at Windes Wealth Management, Tanner helps clients build clarity and confidence across their financial lives. He works closely with senior advisors to support comprehensive financial planning, investment management, and client service, bringing a thoughtful, detail-oriented approach to every relationship. Tanner is committed to building long-term partnerships and helping clients make informed decisions that align with both their immediate priorities and long-term goals.
Tanner has developed a strong foundation in investment analysis, retirement planning, and the coordination of complex financial strategies. He is known for his ability to simplify and clearly communicate financial concepts, helping clients understand how their decisions fit into a broader planning strategy. Collaborating with experienced advisors, internal teams, and external specialists, he plays an active role in preparing, implementing, and supporting customized financial plans.
He believes effective financial planning begins with a clear understanding of each client’s unique circumstances, goals, and challenges. Tanner supports strategies involving asset allocation, retirement planning, insurance planning, tax-aware investing, and estate planning coordination. His approach emphasizes consistency, education, and proactive planning to help clients navigate different stages of life with confidence.
Tanner is especially passionate about helping younger professionals and families establish strong financial habits early, creating a foundation for long-term financial independence. He earned his bachelor’s degree from Chapman University with an emphasis in Finance and holds the SIE, Series 7, and Series 66 licenses, as well as his California Life, Accident, and Health Insurance license. He also holds the Accredited Investment Fiduciary® (AIF®) and Certified Divorce Financial Analyst® (CDFA®) designations, reflecting his commitment to fiduciary standards and his ability to help clients navigate complex life transitions.
Outside of work, Tanner enjoys fitness, travel, and staying active in his local community.
CA Insurance License #4504304