2 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Senior Vice President,
Tad joined CAPTRUST in 2023 from QA Wealth Management. He serves as a senior vice president and financial advisor, providing financial planning and investment advice for individuals. Tad specializes in serving tax, audit, and consulting professionals with a desire to develop and deepen personal relationships with clients.
Tad holds a Bachelor of Arts in accounting from the University of St. Thomas, a Master’s degree in taxation from the University of Denver, and the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).
Outside of work, he enjoys traveling with family within and outside of the U.S. and serving his local community through church and advisory boards.