About Tanner
Tanner collaborates with a dynamic team of advisors to provide comprehensive wealth management, investment management, financial planning, and estate planning for individuals and families. His deep-seated passion for helping clients attain their financial objectives and building long-lasting relationships was a catalyst for his immersion into the wealth management industry.
Beyond his professional life, Tanner is an avid Brazilian jiu-jitsu practitioner and a snowboarding enthusiast. He cherishes the time spent with his wife Janika and their beloved mini-Maltese, Dolly.
Education and Professional Milestones
- University of California, Santa Barbara – bachelor’s degree in mathematics
- Earned a professional designation in personal financial planning
- Financial services role at SCS Financial Services