Wade has been in the financial services industry since 2006. He joined our company 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.
He believes strongly in the importance of financial planning and enjoys working with clients to help 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.
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 and a daughter.
During his personal time Wade’s love of snow-skiing and snow-boarding takes him to wherever the snow is during winter. Otherwise, he can be found coaching his son’s baseball teams, enjoying his warmer-weather passion.
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.