Tanner Thompson
Retirement Plan Associate,
CRPS™
Tanner serves as a Retirement Plan Associate at Orgel Wealth Management and provides investment advisory, consulting, and employee education services to corporate retirement plan clients. Tanner has over 4 years of experience in the financial services industry, having previously partnered with our wealth management team to analyze investments, create strategies for budgeting, and to help clients establish financial plans.
Tanner earned his Bachelor of Business Administration degree in finance from the University of Wisconsin – Eau Claire, graduating magna cum laude. He holds the Chartered Retirement Plans Specialist™ designation.