Wade joined RMW Advisory Group in July 2021 as the Senior Vice President of Business Development. He oversees the growth of the organization through acquisitions and the growth of our partner firms. With over 30 years’ experience in the financial industry, Wade is dedicated to building organizations that demonstrate the collective passion for financial planning, the clients and the community. This strong foundation helps both the clients and advisors achieve their goals.
Wade has earned his LUTCF designation as well as completing the AMTC and FMS training certifications through GAMA and NAIFA. His licenses (held through LPL Financial) include the Series 24 – General Securities Principle, Series 26 – Variable Contracts Principle, Series 51 – Municipal Fund Securities Principle and Series 7, 6, 63 and 66. Wade also has his Property & Casualty license and is licensed to conduct business in all states.
Wade has also completed Financial Advisors Training Systems, Sandler, Tracy, Cotton, Blanchard, Kinder, Cates, Hopkins and Covey which makes him an incredible asset to the RMW team and prospective Advisors wanting to grow their business.