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Hillsdale College Alumni, BA in Financial Management
Graduated with departmental honors in Financial Management
2021-22 GMAC Academic
All-Conference Team
Played collegiate golf at Hillsdale College all 4 years
Will video conference with clients to make it easier
Tanner graduated from Hillsdale College with a Bachelor of Arts Degree in Financial Management. As a student-athlete at Hillsdale, he competed on their NCAA DII golf team. This experience taught him the importance of time management and hard work. Despite his commitments as a college golfer, Tanner excelled in the classroom, graduating with Departmental Honors in Finance, and earning 2021-22 GMAC Academic All-Conference Team honors.
Although his competitive days are behind him, Tanner still enjoys playing golf with friends and family. He is also an avid sports fan and roots for his hometown teams, the Anaheim Ducks and Los Angeles Angels.
In May of 2022, Tanner joined the Trilogy team as a Wealth Management Assistant, quickly working his way to Wealth Associate the same year. Tanner has a strong desire to help everyday Americans pursue their financial goals by building solid client relationships and providing unparalleled customer service.
Tanner is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 63 and 7 through LPL Financial, as well as his Life and Health Insurance License.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.