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Meet the Team

We have been financial professionals our entire career and are deeply passionate about what we do. Many people struggle to map out a path to their financial future, wondering if they’ve planned for every contingency and whether they will outlive their money. We are confident that with our understanding and knowledge of personal finance, coupled with our training and experience as financial professionals, we can help you better prepare for the future.


At North Bend Wealth Management, the Client is always top of mind.

Tad Wilson

Managing Partner

Tad@NorthBendWealth.com

With 35 years of experience in financial services, Tad is dedicated to helping individuals, small businesses, and institutional clients. Over the years, he has experienced major shifts in the markets. This experience enables him to...

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Marc DeCicco

Managing Partner

Marc@NorthBendWealth.com

Marc has nearly 25 years of experience in the financial services industry, beginning his career at Wheat First Butcher Singer, now Wells Fargo Advisors. His focus is helping his clients meet their financial goals by developing...

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Allyson Lewis

Client Service Associate

(681) 588-5147

(681) 588-5150

allyson@northbendwealth.com

Our Extended Team

LPL Strategic Wealth Services

Brenton Simonson

Brenton Simonson

Chief Financial Officer

Shanna Vu

Shanna Vu

Sr. Marketing Consultant

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