Meet Tad
As a Wealth Advisor, Tad focuses on working with high-net-worth families to create comprehensive financial plans and facilitate the transfer of wealth to the next generation. Over his 28-year career, he has built strong, trusted relationships with families, helping them understand money and make informed decisions for their futures.
Tad has also served on the President’s Council for CHI Bergan Mercy, providing guidance on leadership, marketing, and strategic planning. During the challenges of COVID-19, he spent significant time analyzing next steps and best practices to support the organization through unprecedented times.
Tad and his wife, Melissa, are proud parents of twins, Caleb and Sebass. His free time is dedicated to attending the boys’ football, basketball, soccer, and baseball games—or taking them to watch whichever team is playing.
Tad looks forward to helping clients navigate their personal wealth plans with confidence and clarity.
Qualifications
- 29 years financial industry experience
- BS University of Nebraska-Omaha Double Major Business Finance & Banking and Financial Markets
