Tad originally joined the John E. Sestina and Company Network of Financial Planning Professionals as an intern in 2010 while attending The Ohio State University. Upon graduating with a Bachelor of Science in Family Financial Planning, he became an associate financial planner with the firm and helped his clients achieve the financial future they envisioned.
In 2013, Tad pursued an outside opportunity as a financial planning specialist with a large multinational corporation, where he worked with a diverse group of advisors and gained a unique perspective on the financial planning industry.
After seeing the wide-range of services that clients can receive, Tad rejoined John E. Sestina and Company in 2016 because of their comprehensive nature, unique process, and commitment to fee-only planning.
Tad is a CERTIFIED FINANCIAL PLANNER™ Professional and an active member of NAPFA.
“Using a comprehensive, long-term approach to financial planning,” he said, “I help my clients take control of their finances and find the balance between living a fulfilling lifestyle and preparing for their financial futures."