PATRICIA TANNER   Estate Planning

PATRICIA TANNER

Estate Planning

Patricia is an Asset Protection Specialist. She consults MOSAIC advisors and high net worth families on how to deploy trusts and structures in tax efficient manners for international clientele. 

During her long career in the financial and estate planning industry, Patricia has held various positions such as: independent insurance broker; Senior management in major insurance companies; certified financial planner with of ces in Europe and the United States. The focus of her practice has been estate planning for domestic and international clients.

Patricia founded and managed, Fortune Strategies, a company specializing in estate and insurance planning for high net worth clients.

Patricia joined Kodiak Trust Company in October of 2017; she has assisted in its formation as well as its on-going management.

Patricia earned a B.A. from Brigham Young University; an M.A. from San Jose State College; and various certificates in the financial industry including, CLU, ChFC, and CFP. She has been a speaker at various conferences and seminars in the United States, Europe, and South America.