As a financial advisor, Tanner Stepp’s thorough and personal approach to financial planning means his clients have someone who cares watching out for them. With a decade of industry experience as well as certifications as a CFP® professional, Accredited Portfolio Management Advisor℠, and Accredited Investment Fiduciary®, Tanner combines expertise with understanding, reviewing clients’ plans and portfolios regularly to account for all risks, opportunities, and needs.

After graduating from Western Kentucky University with a degree in finance, Tanner worked as a Financial Planner with an RIA in Bowling Green, Kentucky, and as a Senior Investment Strategist at Clarify Wealth Management, which merged with Credent in 2024.

Outside work, Tanner speaks to various classes at a local high school about student-led financial topics. He also enjoys playing golf, watching and rating movies, and spending time with his wife, Cassie, and their kids.

“My work is driven by creating and maintaining relationships. Over the years, these client relationships have turned into friendships. I don’t take that for granted.”   

What are you most proud of?  

Outside of work, being a supportive husband and an active father. At the office, having the trust of a large subset of the community.

What’s the best trip you’ve ever taken?  

Visiting the Virgin Islands for our honeymoon was such a great time. Multiple family trips to Yellowstone were also great.

What’s one thing you’ve always wanted to do?  

Professionally — teach a college finance course. Personally — visit Europe, specifically Ireland, Austria, and Switzerland.