Meet the Team

Meet the Team

When we formed GW & Wade in April of 1986, we created a company based on our prior experiences in the industry and our common vision of what a premier financial advisory firm could be.  To best serve you and your diverse financial needs, we have assembled a team with broad experience, outstanding qualifications and shared values. We now have more than 25 years of industry experience with a myriad of professional designations, advanced degrees and licenses ranging from JDs, MBAs, CPAs, CFPs®, Security and Investment Advisory Licenses to Masters in Taxation.