Wade is the Co-Founder and Managing Director of Resonant Financial Management and an independent financial professional with more than 22 years of experience in the financial services industry. He is committed to helping clients navigate the financial matters that are most important in their lives, including income planning, retirement, education funding, investing, and wealth preservation.
Wade believes that a strong client-advisor relationship built on communication and trust is essential to long-term financial success. He understands that helping clients put their wealth to work in support of their goals requires thoughtful and ongoing planning. Rather than viewing financial planning as a single event, Wade approaches it as a continuous process that evolves alongside each client’s needs, priorities, and circumstances.
His experience enables him to provide guidance in areas including:
- Retirement Planning
- Investment Strategies
- Income Planning
- Education Planning
- Wealth and Estate Preservation
Community & Personal Life
Wade resides in Carroll County, Maryland, and is an active member of his community. A graduate of Atholton High School in Columbia, Maryland, Wade was a standout athlete, competing in football, baseball, and wrestling. His passion for athletics continued at Towson University, where he played rugby while earning his degree.
Today, Wade enjoys giving back to the community through youth sports, coaching local baseball and football teams. When he’s not working or coaching, he enjoys spending time with his family, traveling, fitness and being outdoors.
Professional Credentials
Education
