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.
*Not associated with or endorsed by the Social Security Administration or any other government agency.
**Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.