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
Principal
Principal
Associate Counselor/Director of Human Resources
Principal
Vice President, Client Development
Director of Broker/Dealer Operations
Principal
Client Development Manager
Counselor
Counselor
Counselor
Advisor
VP of Operations & General Counsel
Director of Trading
Counselor
Principal
Principal
Principal
Principal
Principal
Counselor
Advisor
Principal
Chief Compliance Officer and Counsel
Principal
Counselor
Advisor