Tanner Banister
CFP®
Wealth Advisor
Education and Accreditations
- Bachelor of Business Administration with an emphasis in Marketing and Personal Financial Planning (Summa Cum Laude) from Eastern New Mexico University
- CERTIFIED FINANCIAL PLANNER® professional
Expertise
As a Wealth Advisor, Tanner brings a thoughtful approach to financial planning, recognizing that understanding how clients think about money is just as important as analyzing the numbers. He has spent considerable time studying the psychology behind financial decisions, exploring why people save, spend, or worry about money, because these patterns are as vital as the quantifiable aspects.
Tanner works particularly well with clients who are new to financial planning or may feel uncomfortable discussing their finances. He creates a pressure-free environment focused on honest conversations about where clients are today and where they want to go. His approach centers on building plans that align with each client’s life and values, ensuring their personal definition of financial success is achieved through True Wealth Management.
Things to know about Tanner
What’s the most important financial lesson you wish everyone knew?
“Be intentional with your money. When you understand what truly brings you fulfillment, you’ll spend less on things that don’t matter and get more value from the things that do.”
What’s your favorite vacation memory?
“Deep sea fishing in Galveston and then grilling what we caught that day.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.