About Wade
Wade serves high-net-worth clients in all areas of the wealth management process, including investments, retirement planning, income taxes, estate planning, executive compensation, and insurance.
Outside of the office, Wade enjoys outdoor activities, watching the Dawgs play on Saturdays in the fall, DIY home improvement projects, and spending time with his wife, Dani, and their two dogs, Hardy and Banks.
Wade serves high-net-worth clients in all areas of the wealth management process, including investments, retirement planning, income taxes, estate planning, executive compensation, and insurance.
Outside of the office, Wade enjoys outdoor activities, watching the Dawgs play on Saturdays in the fall, DIY home improvement projects, and spending time with his wife, Dani, and their two dogs, Hardy and Banks.