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...

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...

Allyson Lewis

Client Service Associate

(681) 588-5147

(681) 588-5150

allyson@northbendwealth.com

Allyson Lewis is North Bend Wealth Management's Client Service Associate. Allyson uses her exceptional organizational skills to support Tad and Marc with a variety of administrative and clerical procedures. She recently earned her...

Our Extended Team

LPL Strategic Wealth Services

lorraine@northbendwealth.com

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Meet the Team

Meet the Team

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

Tad Wilson

Marc DeCicco

Allyson Lewis

Our Extended Team

LPL Strategic Wealth Services

Brenton Simonson

Shanna Vu

Lorraine Domhoff

Have a Question