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.

Counselor
Counselor
Advisor
Principal
Principal
Vice President, Client Development
Director of Broker/ Dealer Operations
Principal
Client Development
Counselor
Principal
Vice President, Client Development
Counselor
Counselor
Counselor
Chief Compliance Officer and General Counsel
Advisor
Vice President, Operations
Director of Trading
Counselor
Principal
Principal
Principal
Principal
Principal
Counselor
Advisor
Principal
Principal
Counselor