Wade has spent over 25 years leading uniquely successful individuals, families, and small business owners towards their financial goals. During this time, he has observed that the best client outcomes are attained through having command of the facts for each client situation before any recommendations are made to align resources with their goals.

Wade also inspires confidence in his client’s lives using a Goal Planning and Monitoring (GPM) platform as the framework for making financial decisions which are constantly competing for their resources. He embraces his career and believes it is his calling to assist people in navigating life-defining transitions they ultimately experience over time.

Wade is a born educator and enjoys the opportunity and the responsibility to teach financial concepts. He has spoken to many community organizations over the years and has been quoted in the Dow Jones News Wires, NPR radio and the Contra Costa Times on various financial matters. Wade and his wife Jennifer live in Bend with their three children and plenty of sports equipment. Weekends are spent on a field or a court, in a swimming pool or on a mountain, cheering on their kids or participating in year- round activities which the region has to offer.

EDUCATION

• Bachelor of Science Degree, Oregon State University, Corvallis
• Certification in Applied Fiduciary Practices, Wake Forest University, Winston-Salem, NC

CREDENTIALS

• CERTIFIED FINANCIAL PLANNER^® - Certified Financial Planner Board of Standards,
• Accredited Investment Fiduciary^® - fi360, Center for Fiduciary Studies,

LEADERSHIP

• Oregon State University Alumni Association, Corvallis - Past President, Board of Directors Former Head, Investment Committee
• National Patient Safety Foundation, Boston - Lucian Leape Institute Medical Transparency Roundtable member
• 3Ethos – Leadership Bootcamp for Investment Stewards – United States Military Academy, West Point - Steering Committee

MEMBERSHIP

Bend Chamber of Commerce v City Club of Central Oregon v COEPC – Central Oregon Estate Planning

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time. Raymond James is not affiliated with the above organizations and/or charitable causes. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.