Christopher Tanner
Team Adviser

Chris graduated Summa Cum Laude with a B. A. in Economics from Wheaton College in Illinois. While there, he was a captain on the varsity swim team and earned All-American honors all four years in the sport. Chris earned the Accredited Investment Fiduciary (AIF®) designation in 2019 and is now working towards the gold standard for financial planning expertise: the Certified Financial Planner™ (CFP®) certification.

Prior to joining the Plan & Act team, Chris worked as an agent with a large brokerage firm in the Midwest. While there, he was trained in financial product commission sales. Thanks to his background in economics, Chris knows that incentives determine outcomes. He knew it wasn’t right that the incentive structure in his profession urged him to push expensive insurance products, often making his own best interest at odds with his clients’. Chris found a true fit with Plan & Act, where fees are transparent and advisors are legally bound to the fiduciary standard – to always act in the client’s best interest.

Originally from Southeast Michigan, Chris is blessed to now live in Buena Vista, Colorado. He moved there in 2019 to marry Kristina, a B.V. native and fellow Wheaton graduate. They enjoy camping, hiking, and mountain biking in the majestic mountains surrounding their hometown. Their home is a beautiful 5-minute walk from P&A’s main office.