Client Discovery Advisor
I believe every meaningful financial plan begins with a thoughtful conversation. My goal is to truly understand what matters most to each person I speak with and help them move forward with clarity and confidence. At Savant, I get to do meaningful work with a team that truly puts people first.
Tanner Scherer serves as a client discovery advisor in Savant’s Middleton, Wisconsin, office, where he focuses on building meaningful relationships with individuals exploring their financial options. He acts as a first-touch contact for potential clients, connects them with Savant’s extensive planning resources, and introduces them to advisors across the firm’s national network.
Before joining Savant, he worked as a regional manager for a home services company, where he strengthened his skills in client engagement and communication.
He earned a bachelor’s degree in marketing with a certificate in real estate from the University of Wisconsin–Milwaukee.
Tanner stays active and spends time outside in his free time. He enjoys working out, snowboarding, riding motorcycles, traveling, and spending time with people who matter most to him.