Tanner Locey recently joined our team as a Customer Service Associate, bringing with him a decade of experience in the financial services industry. Prior to joining our practice, Tanner spent seven years with Chase Bank and three years with Fifth Third Bank, where he developed a strong foundation in client service and financial guidance.
Tanner is securities licensed, holding his Series 7 and Series 65 registrations, as well as his Life and Health Insurance licenses. In his role, he works closely with our team to support clients’ financial planning needs and help ensure a seamless, personalized experience. Tanner’s long-term goal is to continue growing within the practice and step into an advisor role.
A graduate of Russell High School, Tanner went on to attend the University of Kentucky. He and his girlfriend, Shandi, reside in his hometown of Russell, Kentucky, where they are raising their three children: Jaidyn, London, and Sutton.
Outside the office, Tanner is a devoted Kentucky Wildcats fan and enjoys spending time on the golf course. While he’ll be the first to admit he’s still working on his game, he brings the same dedication and enthusiasm to golf as he does to serving clients.