Experienced guidance across business, tax, and insurance
Our advisors bring decades of real-world banking, tax, and insurance experience to every engagement — delivered with personal attention and honest disclosures.
Thamson Tanis
Founder & Lead Advisor
23+ years of banking experience as a Private Client Banker, Small Business Banker, and Relationship Manager. Founded Tanis Solutions to deliver coordinated business, tax, and insurance guidance with personal attention and confidentiality.
How our advisors work
Banking Insight
Decades of private client and small-business banking experience.
Tax Expertise
Individual, self-employed, and small-business tax preparation and planning.
Protection Focus
Insurance solutions tailored to families and businesses.
Personal Attention
Guidance tailored to you, never a one-size-fits-all script.
Professional licensing is displayed only where applicable and verified. We do not imply CPA, attorney, enrolled agent, or investment-adviser credentials.