Straight Talk
Is Spoken Here
Tad’s top priority is offering clients the financial guidance they want paired with the exceptional service they deserve. Forthright and sincere, he specializes in distilling complex financial jargon into honest, applicable advice designed to help his clients address their day-to-day needs and their long-term financial goals. “I keep things simple and to the point,” he says. “And I believe starting any client relationship with an honest foundation goes a long way.”
Before joining Raymond James in 2016, Tad attended the Golf Academy of America and served as a golf professional, a position that instilled in him the importance of excellent customer service. Now an advisor and Accredited Asset Management SpecialistSM professional, he uses his specialized knowledge in estate planning and investment strategies to help clients create the financial futures they envision.
Originally from Alliance, Nebraska, Tad makes his home in Omaha with his wife, Christine, and their children, Braylon and Bentley. When he’s not at work, you can find Tad with his family, attending his kids’ sporting events, or enjoying a round of golf.
For those who say "talk is cheap," they've obviously never had
