Hi, my name is Tanner and I am a retirement specialist.
I received my BA in Communications Studies from Brigham Young University and my Master's in Management from the London Business School. I began working with Universal Retirement in 2025.
My favorite part of the job is simplifying complex financial questions so that the people I help can move toward their retirement goals with confidence. The most important step is understanding where you stand so that you can make an informed decision about how to get where you want to go.
Outside of work, I enjoy sports, movies, guitar, writing, traveling, collecting fun animal facts, and walking around Central Park with my wife and dog.
Languages:
- English (native language)
- Cantonese (spent 2 years in Hong Kong and became proficient in speaking/listening)
- Mandarin (spent 4 years studying in school and gained an elementary knowledge of the language)
