President and Certified Financial Planner (CFP®)
Tad has 34 years of experience working with individual and business clients in the financial planning industry. He heads up the Modus Advisors team and leads individual client meetings while also providing direction and vision for the company.
Tad feels that he brings two traits to the financial planning process that help set Modus apart: experience and a positive attitude. He has helped hundreds of clients meet their financial goals through a range of economic and stock market environments. He also believes that maintaining a positive attitude and looking for solutions others may not see is crucial to the planning process. This combination of experience and a positive outlook is appreciated by Modus clients as we work together towards their financial goals.
Modus Advisors moved to the Excelsior area in 2016. Tad and his wife Wendy have lived in Victoria for 30 years, and they have two children, Maggie and Peter. Tad is excited to work, live and play in the same great community. When he’s not at work you can usually find Tad with family or friends on the area lakes, golf courses, or trails.
Click HERE to visit Tad’s LinkedIn profile.