Tad is a Certified Plan Fiduciary Advisor and an award-winning educator turned financial professional. After building a highly successful 15-year career in education, he returned to his business and finance roots in 2015, serving high-net worth families and individuals. Tad joined our team in 2020 offering clients extensive expertise in financial planning, custom portfolio design and retirement income distribution planning. Tad resides in Redding, CA, with his wife, Elizabeth and two children where they spend time outdoors, including hiking, cycling, kayaking, and gardening.
- What is your dream occupation?
I am living it!
- Where would you most like to visit on vacation?
Tahiti to dive and spend time relaxing in the sunshine.
- What is your proudest accomplishment?
Raising two wonderful human beings.
What do I enjoy most about being a financial planner?
I love quarterbacking each client’s team of financial, tax, and legal professionals to explore advanced portfolio construction, tax mitigation, and legacy planning strategies. I enjoy exceeding client expectations and demonstrating value well beyond the norm, resulting in raving clients.