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Tanner Fields

Planning Coordinator

"I enjoy the creative vision that financial planning entails in order to develop an intricate roadmap for a client from start to finish."

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As a previous intern, we were delighted when Tanner decided to join our team following his graduation from Samford University with a degree in finance. Tanner’s internship experience uncovered a passion for being a fiduciary – putting clients’ interests first.

Tanner assists advisors in client meeting preparation, financial plan reviews, and follow-up actions as a planning coordinator. He serves within the Planning Department as a versatile player supporting our team of advisors. With an inquisitive and creative demeanor, Tanner is passionate about bringing this mindset to his position’s research and planning aspects.

A native of Lake Geneva, Wisconsin, you can often find Tanner watching or playing golf in his free time. His other hobbies include running and photography, often doing both while exploring Birmingham and looking for the next best cup of coffee. Tanner resides in Vestavia and recently became a member at Christ Fellowship Church in Homewood.


  • Samford University Legacy League: Junior Board Member, Spring Fundraiser Chair 2022


  • Samford University, 2022
    Bachelors of Science in Finance