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Wealth Designed. Life Defined.

About Thad

 

With a service first mentality, Thad follows through with investing and money movement requests to give clients confidence in their wealth management plan.

Thad has been in the financial industry for 19 years and began his career at Transamerica. Prior to joining Carson Wealth, he was an associate wealth management advisor for Northwestern Mutual and supervised the investment operations for a wealth management advisor. He holds his Series 7, 66, 9 and 10 securities registrations.

Thad is a Cedar Rapids native, and currently lives in the community with his wife (Kristin) and their two sons (Grant and Dylan).

He enjoys watching his two sons play whatever sport is in season. Thad enjoys fishing (bank, boat, or through the ice), football (Hawkeyes and Bears), and Baseball (Cubs). The family has a fun-loving Cubs/Cardinals rivalry.

 

Thad McVay is a non-producing registered representative of Cetera Advisor Networks LLC, Member FINRA/SIPC.

Favorite Food

Steak (ribeye or filet), asparagus, and potatoes

 

Best Piece of Financial Advice He Has Received

Pay yourself first.

 

Favorite TV Show

“Parks and Recreation” and “The Office”

 

Favorite Book

Bible

 

Favorite Holiday

Thanksgiving

 

Place You’d Most Like to Visit

Galway Bay, Ireland