Tad’s approach as a financial advisor revolves around communication and long-term relationships. He aims to help his clients leave a proud legacy for future generations. Approachability is the result of that emphasis on the transparent, client-first service he delivers for each and every client.

Tad serves the financial planning needs primarily of landowners, business owners, executives and professional athletes. As a former oil field business owner himself, Tad understands the daily demands of running and operating a business successfully. He recognizes that time is of the essence for entrepreneurs, which is why he remains steadfastly focused on helping his clients navigate their financial goals as efficiently as possible.

Tad’s professional experience is further backed by a degree in finance from Texas Tech University. Prior to earning that degree, he attended San Diego State University and Odessa Junior College on golf scholarships from 2011 through 2013.

Outside the office, Tad spends his free time with family and in the great outdoors. It’s not uncommon to find him beside a lake, or snowboarding or golfing. Until recently, he was a member of the board of directors for Permian Regional Medical Center, in Andrews, Texas.

Tad has lived in many places across the United States. Originally from Lubbock, Texas, he lives in Midland with his spouse, Maris, and two children, Sutton and Dax.

Raymond James is not affiliated with any organizations mentioned above.