-
Calynn Mullins
Marketing & Communications Director
-
Chris Sargent
CFP®
CPWA®
C(k)P®
Director of Financial Planning | Wealth Advisor
-
Stefan W. Simpson
AIF®
IACCP®
COO | CFO | CCO
-
Keith Trent
CFP®
ChFC®
MSBA®
Wealth Advisor
-
Nina Wagner
Executive Assistant
-
Madison Wallace
CFP®
Wealth Advisor
-
Laura Werner
Client Service Associate | Paraplanner
-
Marley Wood
CFP®
Wealth Advisor
-
AJ Bunn
CFP®
Wealth Advisor
-
Tanner Castle
CFP®
Wealth Advisor
-
Michael Cochran
CFP®
CIMA®
Chief Investment Officer
-
Kimberly Cushman
Operations Specialist
-
Audra Garrett
Client Relations
-
Brandon W. Garrett
CFP®
CIMA®
AIF®
Chief Executive Officer
-
Wayne Garrett
CPA/PFS®
CFP®
RICP®
Executive Chairman
-
Hayden Hill
CFP®
Wealth Advisor
-
Elaina McClure
Marketing Associate
-
Laura McCrory
Internal Office Bookkeeper | Receptionist
-
Jason McGarraugh
CFP®
MS®
Wealth Advisor
-
Calynn Mullins
Marketing & Communications Director
-
Chris Sargent
CFP®
CPWA®
C(k)P®
Director of Financial Planning | Wealth Advisor
-
Stefan W. Simpson
AIF®
IACCP®
COO | CFO | CCO
-
Keith Trent
CFP®
ChFC®
MSBA®
Wealth Advisor
-
Nina Wagner
Executive Assistant
-
Madison Wallace
CFP®
Wealth Advisor
-
Laura Werner
Client Service Associate | Paraplanner
-
Marley Wood
CFP®
Wealth Advisor
-
AJ Bunn
CFP®
Wealth Advisor
-
Tanner Castle
CFP®
Wealth Advisor
-
Michael Cochran
CFP®
CIMA®
Chief Investment Officer
-
Kimberly Cushman
Operations Specialist
-
Audra Garrett
Client Relations
-
Brandon W. Garrett
CFP®
CIMA®
AIF®
Chief Executive Officer
-
Wayne Garrett
CPA/PFS®
CFP®
RICP®
Executive Chairman
-
Hayden Hill
CFP®
Wealth Advisor
About
Tanner is a Wealth Advisor at BentOak Capital and works in the Lubbock office. Tanner believes the foundation of the relationship between a financial planner and a client is trust and is built through candor, competency, and diligence.
Tanner has been a Certified Financial Planner® practitioner since 2019 and a financial planner since 2017. Tanner graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning. He currently serves on the Texas Tech University Alumni Advisory board where he sits on the Networking Committee, and also recently joined the FPA DFW NexGen Committee.
Tanner spends most of his time away from the office enjoying quality time with his wife, Miranda, and children, Grant and Maggie. You can also find Tanner on the golf course, on Lake Granbury with his family, enjoying a Texas Tech sporting event, or grilling (when the Lubbock weather permits).
“There's something truly special about being part of a team of truly great advisors, who are driven by a shared heart for service. Together, we make each other better, knowing that our greatest strength comes from putting others first.”
Tanner
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