His philosophy: we exist to glorify our King and to serve our neighbor.

As an independent professional advisor, he offers each client a personalized financial strategy, not a generic investment program. Clients' individual portfolios are based on their unique situations, attitudes, preferences and goals. Each plan is designed to withstand change, both in the market and in a client's circumstances, so that it can work with and for them in every stage of their life.

His approach to planning is straightforward: he focuses on becoming a partner in building the future his clients’ desire. He thoroughly explains the investment strategies he recommends, making clients fully comfortable with all aspects of their investment programs. His mission is to help clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products and personal financial services.

Licenses / Certificates:

Insurance: Life, health, disability, variable annuity, and long-term care licenses

An entrepreneur at heart, Thaddeus has worked in multiple industries, started, owned, run, and then sold a variety of businesses, and understands businesses from the inside out and the ground up. In addition, he speaks to businesses, group, and organizations on topics relating to profit improvement, performance enhancement, and motivation. Specifically, he finds ways to reduce their taxes, increase their income, and to add significant value to their businesses and their personal lives. He reads extensively and constantly "challenges his clients to make a prosperous difference.”