(602) 536-4329 Aaron.Tanner@L2LFinancial.com

Aaron Tanner

Founder, CEO & Principal Financial Advisor | Life to Legacy Financial

A Personal Commitment to Financial Planning

For Aaron Tanner, financial planning has always been personal.

Growing up without financial stability, Aaron developed an early appreciation for the importance of financial security. That understanding deepened through experiences that demonstrated how unexpectedly life can change.

After spending nearly a month hospitalized with a serious, undiagnosed illness, Aaron faced years of medical expenses without health insurance. A few years later, he experienced the sudden loss of his mother to a heart attack.

These experiences shaped his belief that financial planning is about far more than accumulating wealth. It's about creating financial security, protecting the people who matter most, and having the confidence to navigate life's uncertainties.

Two Decades of Leadership and Accomplishment

Aaron began his financial services career in 2004 with Northwestern Mutual in Springfield, Missouri, building a financial planning practice from the ground up.

Over the next 20 years, he established a distinguished career, becoming a recognized leader in advisor development and organizational growth.

A sought-after speaker, presenter, and mentor, Aaron developed more leaders than anyone else within the organization during his tenure, helping build successful advisors and high-performing teams.

His philosophy was built on the core values of authenticity, accountability, and meaningful relationships. It even became the foundation of a book he wrote where he explores the principles of building lasting relationships and achieving success in the financial services profession.

Why He Chose Independence

After achieving significant professional success at Northwestern Mutual, Aaron made a deliberate decision to pursue a different vision for his career.

He wanted to return his full attention to advising clients while building a firm where financial planning was not influenced by the priorities or proprietary products of a single financial institution.

That decision led to the founding of Life to Legacy Financial, an independent wealth management and financial planning firm built around one fundamental principle: financial recommendations should begin and end with the client's best interests.

Independence allows Aaron to evaluate a broad range of investment strategies and financial solutions, providing the flexibility to develop personalized recommendations based on each client's circumstances rather than a predetermined product offering.

Who We Serve

Aaron works with individuals, families, executives, and business owners seeking comprehensive financial planning and ongoing wealth management, typically beginning with $500,000 or more in investable assets.

His work encompasses investment management, retirement income planning, tax-aware financial strategies, risk management, and estate and legacy planning coordination.

Aaron believes financial planning should evolve alongside the people it serves, helping clients navigate important decisions throughout their careers, retirement, and the generations that follow.

Where We Serve

Based in Paradise Valley, Arizona, Aaron serves clients throughout Scottsdale, Phoenix, and the surrounding metropolitan area. He maintains longstanding relationships in Springfield and Kansas City, Missouri, and continues to expand his client relationships throughout Southern California.

Beyond Financial Planning

Aaron lives in Paradise Valley with his wife, Lindsay, their three children, Hudson, Landry, and Pierson, and their dog, Rio.

Outside the office, he enjoys supporting his children at their soccer games, traveling with family, spending time on the golf course, and cheering on the Kansas City Chiefs.

His personal experiences and professional journey continue to reinforce the philosophy behind Life to Legacy Financial: helping clients enjoy the lives they're building today while preparing for the people and priorities that matter tomorrow.

Your Life. Your Wealth. Your Legacy.