Tanner’s Approach
Tanner A. Scherer
Client Discovery Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin–Milwaukee
Bachelor of Business Administration in Marketing with a certificate in Real Estate
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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