WealthVest hires new financial planning professional to distribute retirement solutions in the SouthWest

WealthVest, a financial services marketing and wholesaling firm, announced today that Tanner Isaacson, a well-regarded financial planning professional, has joined their nationwide team as a Regional Consultant.

In the role, Isaacson will wholesale asset accumulation, principal protection and retirement solutions from WealthVest’s carrier partners to financial professionals at banks, credit unions and broker-dealers across Texas, New Mexico and Oklahoma. He will be supported by WealthVest’s internal wholesaling, new business and marketing teams.

“I am excited to join WealthVest, they have ambitious growth goals in supporting the advisor community with highly competitive retirement and income solutions for their clients,” said Tanner Isaacson. “The leadership team is highly experienced and accomplished, and the in-house value-added resources are top of the line, including unique marketing materials and research to support the financial professional community.”

An independently owned distribution firm, WealthVest’s wholesalers specialize in delivering safe alternative strategies that offer high consumer-value across the risk spectrum. Through Isaacson, financial professionals across the Southwest will have direct access to industry-leading multi-year guaranteed annuities, fixed index annuities and structured products from nationally recognized insurance companies.

Additionally, Isaacson will be the main point of contact for WealthVest’s dynamic seminars, thought leadership, research and consumer-facing tools in the region. This includes setting up seminars with Tim Pierotti, WealthVest’s Chief Investment Officer, providing the company’s in-branch referral training and offering their in-depth guide to safety-first retirement planning – Redefining Retirement: A Safe and Secure Way Down the Mountain, which was developed in partnership with Wade Pfau, PhD, CFA, RICP - to financial professionals.

Financial professionals can reach Tanner Isaacson at tisaacson@wealthvest.com or 512.965.4007.