As I found myself becoming interested in a life-long career as a financial advisor, I was given the opportunity to shadow two of our firm's top advisors. Observing their conversations, I bombarded my mentors with questions like: "What is the stock market and how does it work? What about bonds? What's the difference between a mutual fund and an ETF? When would someone use them? Roth IRA or Traditional IRA? What is Rule of 72? Term or Perm insurance? What about taxes?" And on and on.
I couldn't answer these questions on my own. How then would it be possible for the everyday aspiring person--busied with a career, a beautiful growing family, extracurricular activities and a myriad of other responsibilities--to understand, utilize and stay on top of their fondest financial hopes, while combatting their deepest financial fears all the way to goal attainment, assuming it's ever reached at all?
My mission is to provide the highest level of attention and offer tailored strategies to a select group of clients by implementing our established process, which, if followed, helps make possible the attainment of my clients' fondest financial goals.
I grew up in Lehi, UT, and graduated from Utah Valley University (don't get it confused though--I'm a diehard BYU Cougar sports fan). While in school, I met my better half, Maddie. We have one red-headed daughter, Florence, who is the love of our lives (and my little twin). We love being outside, dancing to music and boating.
I joined Edward Jones in 2017, working in Provo, UT. We are currently in the process of opening my office in beautiful Mapleton, UT, and we can't wait.
While we have many industry experts and advanced technology supporting our office, we encourage and welcome the opportunity to work with your personal attorney, accountant and any other trusted professional to leverage each person's expertise.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Office Address1857 North 1120 West
Provo, UT 84604
Phone NumberTanner Withers at (801) 375-2015
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 07:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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