Tanner Thompson
Senior Relationship Associate,
CRPS®
Tanner serves as a Senior Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. Tanner has over 5 years of experience in the financial services industry, having previously partnered with our retirement plan services team to provide investment advisory, consulting, and employee education services to corporate retirement plan clients.
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.