Chief Executive Officer/ Chief Investment Officer
As the founder of Advance Wealth Management Service, Thad has spent almost three decades gaining experience in the financial services industry fine-tuning his expertise to better serve the needs of his clients in an ever-changing financial landscape.
Thad holds a dual Bachelor’s degree from Aquinas College in business administration and economics and holds the following designations: Certified Financial Planning (CFP®), Chartered Financial Consultant (ChFC®), as well as Accredited Portfolio Management Advisor (APMA®).
Thad has been married for over two decades and with his wife, they have three preteen and teen energetic, and imaginative children. When he is not meeting or on the phone with clients, he enjoys volunteering for local non-profit organizations like the Grand Rapids Lions Club, calisthenics, golf, high-performance drivers education events, reading, and going on holiday with friends and family."