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John Tanner

A veteran of the financial industry, John Tanner brings over 15 years of experience to clients. While he thrives in a comprehensive array of financial services, he specializes in portfolio design and providing state of the art investment strategies. Having worked for some of the industry’s leading firms, he founded Tanner Investment Group to provide a more personalized approach to planning where partnerships, not products are the primary focus.

Whether working with business owners, families, pre-retirees or retired investors, he dedicates his knowledge to strengthening their financial lives. Beyond providing tailored financial solutions, he works diligently to ensure clients understand the strategies in place, where their money is invested, and how their plans advance and achieve their goals.

When he’s not at the office, John looks forward to spending time at the beach with his wife and kids. He also enjoys playing a round of golf, listening to good music, and reading a book.