Tad originally joined John E. Sestina & Company in 2010. He is a Senior Financial Planner and an active contributor to the radio show “Managing to be Wealthy with John Sestina” on 610 WTVN.
Tad is a CERTIFIED FINANCIAL PLANNER™ Professional and an active member of NAPFA. His insights have been featured in publications such as MarketWatch, Experian and US News and World Report.
He graduated from The Ohio State University with a degree focused on personal financial planning. Upon graduating, 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.
“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."