Born and raised in Louisville, Tanner started with the AHA team in June of 2014. He is a graduate from Trinity High School and then of the University of Louisville and received his degree in Business Administration. Tanner specializes in serving the 401(k) Retirement Plan needs of business owners within the Kentucky/ Southern Indiana area and acts as fiduciary advisor on the 401(k) Plan's he manages. His main goal is to help business owners save money by lowering Plan costs, using the 401(k) Plan as a business tax strategy, and to help their employees save for retirement in an efficient manner. Tanner has received his Series 7 & 66 securities licenses, Life Insurance License, as well as the Chartered Retirement Plan Specialist designation.
Phone: (502) 400-3647