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Our company was founded over 20 years ago by Managing Partner and former financial radio show host David J Zupek. Over the years Dave has helped thousands of people successfully plan for their retirement. He has given over 750 seminars on topics ranging from retirement income planning, social security, long term care insurance and asset protection strategies.
In August of 2015, TADA Wealth Advisors bought RXR Capital, a Chicago based wealth management firm that specialized in offering their clients alternative investments such as Real Estate Investment Trusts and Private Placements. Our team now includes Managing Partner Dave Zupek, Partner’s Rich Rodriguez and Mark Huber, Director of Operations Amanda Moon, Client Services Manger Laura Jocius, Data Analyst Ron Hamilton, Risk Management Specialist Wendy Gooding and Financial Consultant Halina Wikar. With locations in 4 states, the combined company now serves clients in 14 states and advises on over $250,000,000 of client assets.
More information on our merger and our firm can be found in our press release and newsletter under the Our Thinking tab or here.