Wade has been in the financial services industry since 2006. He joined our team in October 2012 after spending 6 years with another financial planning practice. He has earned his Series 7 Securities License, North Carolina Insurance License, and the CERTIFIED FINANCIAL PLANNER™ certification.
Wade was born and raised in Raleigh and earned a bachelor’s degree in Business Management with a concentration in Finance from N.C. State University. He is married to his high school sweetheart, Amanda, and they have two sons.
He has a passion for financial planning and enjoys working with clients to ensure they are on track towards meeting their financial goals. His technical skills, financial knowledge and attention to detail enable him to provide clients with high-quality advice and service.
When he is out of the office, Wade can be found coaching his son’s baseball team and snow-skiing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.