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As a former competitive surfer, Tad has traveled the world in search of the biggest waves. But even the planet’s biggest and most daunting waves didn’t hold a candle to the tragedy that hit his family with tidal force, transforming their lives dramatically. When a freak accident caused his daughter to became paralyzed and wheelchair bound, Tad says he was changed in ways that he never could have imagined. “My wife and I experienced, first hand, how critical health issues can fundamentally impact a family’s way of life – emotionally, financially and otherwise.”

Leaving behind successful prior careers in the mortgage and automotive industries, Tad has found greater satisfaction in the field of health, life and long term care benefits. His family’s very personal experience informs his approach to his work. Even through the turmoil of health care reform, he maintains a focus on cutting through the clutter so that families can choose the right plans and get the most for their money. “We work to simplify the process and help clients sift through the information to find what’s really important.”

Tad enjoys building relationships and solving problems for his clients through a collaborative working style that has made him a key advisor for many high net worth individuals and their families.  He takes a holistic approach to helping clients complete their financial picture by protecting their assets.  He does so by working alongside his team of advisors, including CPA’s, wealth managers, trust and estate planning attorneys to ensure that clients have coverage gaps.

Today, Tad takes pride in his daughter’s accomplishments in the face of adversity. As a student at the University of Southern California and an inspirational speaker, she works hard to show that physical disabilities do not define what we can achieve with hard work and perseverance. With this thought in mind, she strives to one day walk again.

Tad continues to enjoy big-wave surfing in his free time and has surfed in countries including Fiji, Tahiti, El Salvador and Nicaragua. He holds a bachelor’s degree in communications from UC Santa Barbara. 



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