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Mine include a competitive and determined nature and a drive to achieve results all while being tempered by compassion, empathy, and reason. I employ these traits as I conduct myself in my daily business activities. I enjoy seeing others succeed in their lives and live by this mantra: “Enrich the lives of those you value and success will find its way into yours”.
My goals with RDAFN are simple: To build an organization of independent minded thinkers operating within a structural framework that allows for streamlined business operation, enabling the focus to be on what’s important…addressing the needs of our valued clients. Secondly, to cultivate a culture of shared knowledge and experience. This network of subject matter experts creates a powerful resource for advisors to solve for any challenges our clients face.
RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. It is an honor and a privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.
Vice President, Business Development
Investment Advisor Representative
2017 – Present
Director, RIA Sales & Support
2015 – 2016
1st Vice President, Advisor Services
2007 – 2015
Bachelor of Science, Business Administration
Health, Life, Variable Life Insurance
Wade has no disciplinary information history to disclose.