Tad is a Managing Partner of Planning Resources, Inc., a Denver-based company specializing in helping business owners and individuals achieve financial and emotional security. His forte is business succession planning. He believes that the single most important financial event of a business owner is planning for and successfully executing the transition out of one's business/profession into the next chapter of their lives. Tad has more than 28 years’ experience working with business owners and individuals. He provides services related to tax management strategies, business exit planning, retirement design and estate planning. He is highly regarded for his creative problem-solving and big picture focus. As a Colorado native, Tad has a passion for the mountains and the rugged outdoor lifestyle they provide. Looking at the breathtaking beauty of the mountains reminds him that there is someone greater than himself, God who created them. Furthermore, the volatile conditions of the mountains has taught him to have a certain respect for them and to be prepared with a plan in case he encounters the unexpected. He views the planning he does for his clients with the same passion and respect. He holds a life insurance license and has FINRA Series 6, 63 and 65 registrations.