portrait of Tanner K Stepp

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Charitable Giving

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Surfing
  • Tennis

Team Members

  • Lori Tipple
    Registered Branch Associate
  • Carolyn Fleming
    Sr. Branch Office Administrator
    FPQP®
  • Sharie Marquett
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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