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 help clients structure customized portfolios to address their specific financial goals. The launch of his independent firm, North Bend Wealth Management, alongside his partner, Marc DeCicco, will allow Tad to provide broader investment options, improved technology and high touch service with the support of LPL Strategic Wealth Services.
Tad began his career in financial services in 1985 as a Financial Advisor with Prudential Bach & Company. While attending graduate school and taking financial investment courses, he knew the advisory business was going to be his career. Tad joined Wells Fargo Advisors in 1991 and met Marc DeCicco in 2007. Throughout his career, Tad has been committed to building personal, long-term client relationships. He focuses on developing individualized financial plans for clients that are preparing for retirement or are already in retirement.
Tad earned his undergraduate degree from Marshall University and obtained a Master’s degree in Business from West Virginia University.
Committed to helping his community prosper, Tad is active with Wood County Society, a non-profit organization that helps young adults with disabilities. Tad is also active with United Way of Mid-Ohio Valley. He served on the Board of Education for ten years and was Board President of the Consumer Credit Counseling Board, serving for twenty years. Away from the office, he and his wife, Kathy, own and operate a horse boarding facility, Wilson Valley Stables, in Wood County. Together, they have five children, three dogs, two cats, and two horses. Tad, a native of West Virginia, enjoys horseback riding, golfing, traveling, and spending time with his family.