Tanner Felts, CPFA®
Vice President
Tanner focuses on retirement plan advisory and fiduciary consulting, partnering with plan sponsors and their employees to navigate fiduciary liability and the complexities of retirement planning, with a specialty in municipal and governmental plans. He brings more almost a decade of etirement plan industry experience and previously served as a Retirement Plan Advisor for INTRUST Bank, the largest bank chartered in Kansas. Tanner holds the Certified Plan Fiduciary Advisor (CPFA) designation, issued by the National Association of Plan Advisors, which reflects proficiency in plan administration, compliance, investment, fiduciary, and ethics matters. He earned a Bachelor of Science in Business Administration with a major in Finance from Oklahoma State University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
