Tanner is an Associate Wealth Advisor at The Colony Group, where he 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.
Prior to joining The Colony Group, Tanner served as a Client Advisor at SCS Financial Services, where he serviced ultra-high net worth clientele. Having served ultra-high-net-worth clients at SCS Financial Services, Tanner understands the complexity of managing significant wealth. This experience helped hone his expertise in wealth management and allowed him to understand the unique needs of affluent clients.
Tanner earned a Bachelor of Arts in Mathematics from the University of California, Santa Barbara, and further extended his financial knowledge by earning a Professional Designation in Personal Financial Planning from UCLA Extension.
Beyond his professional life, Tanner is an avid Brazilian jiu-jitsu practitioner and a snowboarding enthusiast. He cherishes his time spent with his wife, Janika, and their beloved mini-Maltese, Dolly.