Aaron S. Tanner

Aaron TannerSenior Operations Manager

Our other representatives include John J. Downer, CFP & Vice President, Conan M. Malmer, Vice President & Portfolio Manager, and Aaron S. Tanner, Portfolio Administrator.

Aaron Tanner Senior Operations Manager

Aaron Tanner, Senior Operations Manager

Aaron joined the group in 1997 as a Financial Services Associate and has held his current position of Portfolio Administrator since 1999. He is responsible for stock and mutual fund trading, asset allocation and performance reporting.

Aaron graduated from Michigan State University in 1996 with a B.A. in finance. He is the only Spartan fan in the office. He is a registered representative of Mutual Service Corporation.

Conan Malmer | Karen A. Chapell | K. Larry Hastie | Aaron Tanner | Lisa Myers | R. Griffith McDonald | Brock E. Hastie | Kimberly Koschalk
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Aaron Tanner, Operations Manager*

Aaron Tanner is a registered representative of Mutual Service Corporation and joined RIS in 1997. Aaron coordinates the day-to-day operations and is in charge of performance reporting and tax reporting for clients. He is the resident expert in retirement planning and implementation with TIAA-CREF and with other employer plans.

Aaron graduated from Michigan State University in 1996 with a B.A. in finance. He is the only Spartan fan in the office.

Aaron S. Tanner
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Aaron S. Tanner, Portfolio Administrator

Aaron joined IFSG in 1997 as a Financial Services Associate and has held his current position of Portfolio Administrator since July, 1999.He is responsible for stock & mutual fund trading, asset allocation and performance reporting.Aaron is a member of the Executive Committee, which maintains the firm's investment policy.

Aaron graduated from Michigan State University in 1996 with a B.A. in Finance.He holds a Series 7 Securities License and is a Registered Representative of Mutual Service Corporation, a member of the National Association of Securities Dealers (NASD) and Securities Investor Protection Corporation (SIPC).