STAFF SPOTLIGHT: TANNER SINGLETON, JUNIOR FINANCIAL ADVISOR
When did you start working here, and how is your role evolving? I started working here in September of 2021. Currently, my typical workday consists of making outbound calls to current clients and prospects. I assist them with our weekly webinars and schedule time on Greg’s calendar. In my spare time, I am studying for the Series 65 exam, which will officially certify me as a financial advisor. In the near future, I will work with Greg more behind the scenes to fill out and submit financial planning applications for
clients. A while after that, I will be more directly serving clients with our Debt Free 4 Life program. 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, 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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