TANNER SINGLETON, JUNIOR FINANCIAL ADVISOR STAFF SPOTLIGHT:
When did you start working here, and how is your role evolving? I started working here in September of 2021. When I first started, my workday consisted of making outbound calls to current clients and prospects. I made confirmation calls for our weekly webinars and assisted with scheduling on Greg’s calendar. Since then, I’ve passed the Series 65 exam and have become a licensed financial advisor. Now, I’m able to help clients more directly. Right now, I meet with clients about our Debt Free 4 Life program and our Retirement Roadmap program. I also help prepare applications, insurance assessments, and taxes. What would you say to someone hesitant to start financial planning? Having a financial expert on your side can make a huge difference in terms of reaching your long- and short-term goals. Having a financial advocate on your side not only can make you more successful, but it also makes a difference in the lives of your partner, your children, and your grandchildren. What is your favorite part of your job? My favorite part of my job is helping people turn their fears and unknowns about their finances into confidence and knowledge. I really enjoy working with Greg to provide personalized and excellent financial advice to our clients.
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