Wade serves as the Managing Director of Retirement Plans and Foundations. Joining the firm in 2007, Wade spearheaded the company’s Group Retirement Plan Division.
With over 28 years of business-to-business sales management experience, Wade brings a unique perspective to the division he directs. Wade enjoys building and strengthening relationships and assisting business owners in pursuing their corporate goals through the management of their retirement plans. Working with a variety of companies, he particularly finds fulfillment in the diversity of business owners’ visions and helping them realize their aspirations.