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portrait of Tanner S Willson
FINANCIAL ADVISOR

Tanner S Willson

CRPC™
2712 Island Ave Suite B, La Grande, OR 97850opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Tanner

Serving as a financial advisor is my dream job – it enables me to partner with my clients to provide them personalized advice on their journey to achieve their financial goals. There is nothing more satisfying to me than making a meaningful impact in peoples' lives. I came into this career knowing there is a problem to be solved: too many people aren't on track to meet their financial goals. I'm grateful to be part of the solution.

My team's first step is getting to know our clients to really understand what's important to them. Our clients feeling understood and...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Charitable Giving

Work History

  • Edward JonesDecember 2019 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Eastern Oregon UniversityBachelor of Science
  • Eastern Oregon UniversityBachelor of Science

Personal Interests

  • Music
  • Volunteering
  • Snowboarding
  • Tennis
  • Golfing

Team Members

  • Molly Kopp
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(541) 605-3670

Fax

(855) 221-2508

Office Address

2712 Island Ave Suite B
La Grande, OR 97850opens in a new window

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