Plan Now for Your Future

Having a multidisciplinary team at your fingertips offers you a level of comfort that is hard to find at other firms.

My Team

With over eight decades of combined industry experience, we have coached and helped individuals, couples, families, and businesses through a variety of financial and planning issues.

Our team consists of three financial professionals each certified in a different discipline, another four associates solely dedicated to providing outstanding support services, and you, the most important member of the team.

Even the most sophisticated client finds it challenging to keep up with the ever-changing investment and financial landscape. Let our team take some of the burden off you.

To learn more about our team members, click on Our Team. We look forward to serving your needs.

Meet the Tennant Financial Team

We have one of the best teams around

The Financial Times has recognized Tennant Financial as one of the top financial advisors in the country four years running. Many thanks to our hardworking team and our incredible clients. We couldn’t have done it without you.

Financial Times Top Advisors of 2020
 

The Financial Times “Top Financial Advisers” list in 2020, 2019, 2018, 2017. Published annually in March-April. Produced annually by Ignites Research, on behalf of the Financial Times. Rankings based upon data as of June 30 of prior year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.


Our Expertise

Finding the right advisor can be difficult and time consuming. Thankfully, there are many alternatives to choose from in today's marketplace. To help navigate through the process, we have developed a comprehensive list of questions designed to guide you toward the right advisor for you.

At Tennant Financial, we have extensive experience assisting women during challenging times and find satisfaction knowing we can help when you need us the most. Whatever your specific concerns, we can assist you in gathering all the information and can provide the education needed to make sound decisions.

Planning for retirement can feel like an overwhelming task. At Tennant Financial, we help you make retirement planning a priority by breaking the process down into small, doable steps. Once the plan is put in place, we coach you to stay on track by maintaining a long-term perspective and update the plan when necessary.

Tennant Financial understands what it means to run a business. Whether you’re a corporate executive, 2nd generation business owner, or a doctor juggling patient care and a practice, we understand the typical concerns and difficult decisions you face every day.