Tad began his career as a financial advisor in 1992. He is licensed as a General Securities Representative and an Investment Advisor Representative, along with having a full line of insurance licenses including Life and Health with a LTC certificate, and Property and Casualty. Along with all licenses, Tad maintains a continuing education schedule on both the State and Federal level.
Tad's practice begins with each client as an individual, using a variety of conservative investments in various securities and insurance based accounts to deliver a personal portfolio tailored to their personal needs and expectations.
Tad has been married to his wife Angie for 27 years, and together have two daughters and one granddaughter. Tad is a lifelong resident of Wayne County and is a very active member of New Testament Church of Christ. His family loves to spend time with family and friends and enjoy the outdoors, boating, swimming, biking, and gardening.