About
Wade
Wade serves high-net-worth clients in all areas of the wealth management process, including but not limited to, investments, retirement planning, income taxes, estate planning, executive compensation, and insurance planning.
Upon graduation in 2017, Wade quickly worked his way toward his CFP® designation and an Advisor role leading client relationships. Over the years he has worked with a myriad of clients from corporate executives and young professionals to business owners and families with generational wealth.
Wade, his wife, Dani, daughter, Scottie, and dogs, Hardy and Banks, live just north of town in Marietta. When outside the office and not actively learning the ropes of becoming a parent, Wade spends as much time as possible enjoying the outdoors, watching the Dawgs play on Saturdays in the fall, and working to improve his lackluster golf game.
Education and Professional Milestones
- Graduate of the University of Georgia
Wade serves high-net-worth clients in all areas of the wealth management process, including but not limited to, investments, retirement planning, income taxes, estate planning, executive compensation, and insurance planning.
Upon graduation in 2017, Wade quickly worked his way toward his CFP® designation and an Advisor role leading client relationships. Over the years he has worked with a myriad of clients from corporate executives and young professionals to business owners and families with generational wealth.
Wade, his wife, Dani, daughter, Scottie, and dogs, Hardy and Banks, live just north of town in Marietta. When outside the office and not actively learning the ropes of becoming a parent, Wade spends as much time as possible enjoying the outdoors, watching the Dawgs play on Saturdays in the fall, and working to improve his lackluster golf game.
Education and Professional Milestones
- Graduate of the University of Georgia