Tad is a published author, radio and TV host, industry trainer and speaker who helps retirees work toward their financial and retirement goals. Registered as an Independent Adviser Representative, Tad is legally bound to place clients’ interests ahead of his own as he helps you to develop, implement and monitor your individual financial strategy.
Tad has passed the Series 65 securities exam and holds licenses in life and health insurance in Alabama, Florida and Texas. He has earned his Registered Financial Consultant (RFC®) and Chartered Retirement Planning CounselorSM (CRPC®) designations.
In addition to his passion for helping others, Tad enjoys playing music and spending time with his wife and business partner, Toni, and their three daughters.