Holding fast to a firm belief that financial planning isn’t a one-time event, Austin Tanner prioritizes building deep, lasting relationships with clients to craft a strategy that aligns with their short-term needs and long-term aspirations. In partnership with a team of advisors, investment strategists, and planning specialists from across Sequoia, Austin ensures each client’s integrated wealth plan is designed with immense care to provide confidence for their future while remaining flexible enough to evolve as life changes.

With more than five years of experience in wealth advisor roles of increasing responsibility, Austin has great appreciation for Sequoia’s approach to comprehensive financial planning, which centers on delivering exceptional, tailored service to each client.