Tad is a seasoned wealth advisor with more than a decade of experience providing financial planning and advisory services to financially successful families throughout Florida. In his role as Director of Operations, Tad’s goal is to drive the execution of our client service commitments, to simplify the process for you, to minimize or eliminate errors, and to track, monitor and implement new technology that supports the Atlantic Wealth Partners staff and their clients’ individualized wealth management strategies.
Tad graduated with a Bachelor of Arts in Economics from Indiana University Bloomington. Before joining Atlantic Wealth Partners, he was a Private Wealth Advisor at Lipari, Ribek & Chamness Investment Management. He also served in VP of Sales and Marketing roles at both Motiv8 Investments and Brokers International Mountain States.
Outside of the office, Tad enjoys spending time with his family, golfing, participating in triathlons, and coaching his three kids’ sports teams.