Tanner Phelps plays a vital role in supporting both clients and advisors at Link Financial Advisory. As a Client Service & Operations Associate, he manages much of the firm’s administrative and account maintenance work — from processing new accounts and facilitating transfers to ensuring every detail behind the scenes runs smoothly and accurately.
Tanner’s approach combines precision with genuine care. He takes pride in client servicing and creating more efficient processes for the firm. His energetic presence creates a friendly environment, reflecting Tanner’s commitment to customer care and client trust.
Before joining Link Financial Advisory, Tanner worked part time in hospitality while completing his bachelor’s degree in economics from UNLV. Native to Las Vegas, he is known among colleagues for his reliability, resourcefulness, and strong sense of service.
Outside of work, Tanner enjoys running, volleyball, and gaming with the boys.
A consultation call is a discovery process. A way for advisors to capture your full financial picture. By the end of the meeting, you'll have more clarity of your finances, our financial planning process, and the next steps to securing your financial future.
