A Fort Worth native, Tanner graduated from Oklahoma State University with a degree in Finance. He began his career in financial services at Northwestern Mutual and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2013.
In 2020, Tanner joined Averett Financial and began working alongside Joe, forming a strong partnership that led to the founding of Canopy Wealth Strategies in 2022. Throughout his career, Tanner has focused on delivering goal-based financial planning and disciplined investment management to individuals and families. Prior to co-founding Canopy, he was part of a three-person team at First Command Financial Services that managed approximately $1.5 billion for high-net-worth clients. Tanner personally advised roughly 250 families and oversaw more than $500 million in assets. He has also spent part of his career coaching other financial advisors on business growth and creating financial plans for high-net-worth households.
Tanner’s areas of expertise include retirement planning, college funding strategies, estate and legacy planning, portfolio management, and comprehensive financial plan design. His planning philosophy emphasizes disciplined investment strategies, integrated tax awareness, and proactive long-term decision-making. He builds thoughtful, comprehensive plans that help clients prepare for life’s major transitions—retirement, education funding, business decisions, and multi-generational wealth planning.
Tanner lives in Benbrook with his wife, Cara, and their two children. He serves on the alumni council of Southwest Christian School and is actively involved in community volunteer work through Watermark Fort Worth Church. Outside of work, he enjoys golf, skiing, swimming, hunting, and just about any sport. He’s also a proud Oklahoma State alumnus—you’ll often spot him in bright orange on Fridays. Tanner firmly believes people fall into two categories: “mountain people” or “beach people,” and he unapologetically claims the mountains.
With deep experience, a client-first mindset, and a passion for helping families make smart financial decisions, Tanner is committed to guiding clients confidently through every stage of their financial journey.