Wade brings depth and energy to our team. He has worked in the financial services industry since 2006. He joined our team October 2012 after spending 6 years with another financial planning practice. He earned his Series 7 Securities License, North Carolina Insurance License, and the industry recognized CERTIFIED FINANCIAL PLANNER ® professional designation.

Wade believes strongly in the importance of comprehensive financial planning and enjoys working with clients to ensure they are on track towards meeting their financial goals. His technical credentials, financial knowledge, depth of experience and attention to detail help enable him to provide quality advice and service.

Deeply rooted in Raleigh, Wade was born, raised and attended college in Raleigh, he loves being involved in and serving the local community. Wade earned a bachelor’s degree in Business Management with a concentration in Finance from N.C. State University. Wade married his high school sweetheart, Amanda, and they have two sons and a daughter.

Playing softball and snowboarding are Wade’s favorite ways to relax and enjoy himself. His leadership beyond the office is displayed on the baseball field as he coaches his son’s baseball teams.

Wade is truly a team player and serves our business and our clients with the same adventurous, energetic spirit he exhibits on the baseball diamond and the mountain slopes.