Ladd Tanner
President and Managing Partner
Tanner Financial & Insurance Group

Ladd Tanner is the President and Managing Partner of Tanner Financial & Insurance Group located in Park City, Utah. Born in Tacoma, Washington, with current residence in Salt Lake City, Utah, Ladd’s professional life began in 1988 upon graduation from Brigham Young University with a BA in Economics. Ladd later moved to Los Angeles and entered the insurance business selling group and individual life, health and disability products. After a couple years in the business he joined Associates in Financial Planning Group (AFP Group) located in the Brentwood, Los Angeles area, where he greatly benefited from the mentorship of Arthur Kraus and Robert Levine for several years. At this time he went through an extensive financial services training program, subsequently passed the Series 7, and began selling securities in combination with insurance products. Over time Ladd built a loyal client base in the financial planning industry.

In 1993, Ladd opened an office for AFP Group in Park City, Utah and began building a new client base for the firm. At the time, Park City was a small town. Ladd introduced many big city ideas and strategies to this local market through CPAs and attorneys in the area. In 1995, Arthur Kraus sold AFP Group to become CEO of NAIFA. Arthur asked Ladd if he wanted to keep the Utah office and continue building clientele. Ladd was confident this opportunity was the beginning of future success. As a result, Tanner Financial & Insurance Group, Inc. was opened with the purpose of providing exceptional financial planning services to existing and future clients.

Several years later, Tanner Financial & Insurance Group has grown to include ten full-time employees who support that mission. Although the firm was started with a retail focus, much growth has occurred as a result of profitable GA relationships with several highly-rated insurance carriers. In the last four years we have focused significant energy in the premium financing arena of the life insurance business. Consequently, we have earned a stellar reputation for back-office ability to underwrite and place financed and/or advanced-strategy life insurance sales for our own clients and those of other agents. This expansion has allowed Ladd to further add value to wealthy individuals in all investment categories.

Adam Curran
Tanner Financial & Insurance Group

Growing up in Connecticut, Adam's financial career started at a very young age. His interest in the stock market peaked when he received his first dollar shoveling snow off a driveway. Within a year he was managing money in brokerage accounts for himself, family and friends. He moved to Philadelphia to continue his education at Drexel University where he majored in Finance and graduated Cum Laude at the top of his class.

While at Drexel, Adam held a number of jobs in the financial industry to help supplement his education. He began as a runner for a Philadelphia Stock Exchange based company learning the ropes of the market in the trenches. He went on to work for the Risk Management department of Susquehanna Investment Group where he kept a watchful eye on their platoon of traders, making sure they kept within strict risk boundaries. After graduating, Adam heard the call from the Hedge Fund industry. He took a job at Veritable LP an investment management company and fund of funds provider.

He moved to Park City, UT in seek of a change of lifestyle. It is here where he met Ladd Tanner, President of Tanner Financial Group. Upon being hired Adam immediately took a hands on role in helping Ladd manage client accounts with Tanner Financial Group. Now licensed to conduct securities business, Adam continues to manage the securities side of Tanner Financial Group as well as welcome new clients across the entire United States.

When not in the office or hosting his weekly radio talk show, "On the Money" (Salt Lake City, 630 am, Sunday at 1pm MST), Adam resides in Park City and enjoys golfing, travel, and spending time with friends and family.

Ron Monosson
Tanner Financial & Insurance Group

Ron Monosson's 23 plus years in business and finance began in New York, where he was raised and attended Suffolk College and Kaplan University. Early experience found Ron involved with running the financial operations of a large New York business. Later, Ron's entrepreneurial spirit drove him to found, grow and manage several successful businesses. Eventually, Ron moved on to the North Western Mutual Financial Network, Today, Ron has brought his diverse background to Tanner Financial. As a member of this nationwide team of retirement experts, Ron enjoys bringing his considerable experience to the table as he aids a generation of retirees to enjoy their retirement years with confidence. Ron is married with three children, all of whom enjoy skiing and spending time in the mountains with their Dad. Ron also stays involved in the community, serving on his children's school advisory and development board, and coaching his son's lacrosse team. Ron holds membership with the National Association of Financial and Insurance Advisors.