Our company was founded over 20 years ago by 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 2019, Mark Huber succeeded Dave Zupek as president in the culmination of a 5 year succession plan. Dave will remain engaged working with clients and facilitating the transition for the foreseeable future.
Also in 2019, Director of Client Services and Support Amanda Moon, Client Services Manager Laura Jocius both received their series 7 licenses. They continue to work together to provide client support services. Data Analyst Ron Hamilton continues to provide market analysis and insights as he has for the past 7 years. TADA Wealth Advisors serves clients Wisconsin, Illinois and Florida.