Tanner joins Bridgeworth after completing his undergraduate degree in Finance in 2022 from Samford University and interning with the firm the previous Fall. These experiences uncovered a strong interest in building relationships and serving others through detailed financial planning.

As a planning coordinator, Tanner assists advisors through client meeting preparation, financial plan review, and follow-up actions. He also serves within the investment department and spends time in the areas of fund research, reporting, and trading.

Tanner is a native of Lake Geneva, Wisconsin, but is excited about building a career at Bridgeworth in Birmingham. He enjoys playing golf and running and is an active member of Christ Fellowship Church in Homewood.