MARK HUBER – President, TADA Wealth Advisors
Mark joined the TADA team in 2015 through a merger between his Chicago based firm and TADA. In 2019, he took over as President of TADA as the culmination of a 5-year succession plan.
Mark helps our clients construct and understand their customized investment and wealth preservation strategies. He is a big believer in educating clients in the investment strategies they are using and sets a high priority on transparency and accountability. His primary objective is to provide clients with the confidence that their portfolios are being actively managed* to help maximize gains and managed risk. One of Mark’s favorite sayings is “I manage your risk, not your money.”
Mark brings over 20 years of entrepreneurial experience to his role as a financial advisor. At age 23 he started his own manufacturing company which he ran for 18 years. Following that, he worked as a licensed business broker and small business advisor, advising small business owners on everything from start-up to exit. He has served as an advisor on 12 entrepreneurial startup ventures and 5 business sales. This experience gives him keen insights into the equity markets, a deep understanding of the mechanics of alternative investment programs and complex interdependent financial models.
Mark is a strategic thinker and master communicator. He holds a degree in Interdepartmental Communications form Elmhurst College (IL), FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) license, and has been a licensed Managing Real Estate broker and Business Broker.
He lives in St. Charles, IL with his wife Kathleen, two teenage stepdaughters and two beagles. Mark is a huge baseball fan, a cigar aficionado, loves classic cars and reads spy novels when not analyzing the stock market.
DAVID ZUPEK – Founder
Dave has a passion for helping and educating others, something that began over 20 years ago. Upon graduating from the University of Wisconsin Madison in 1978, Dave began teaching Economics and History in Madison, WI then in Glencoe, IL, and later in Racine, WI.
Frustrated as a new investor, Dave began researching the market, studying ways to invest wisely, and became absorbed and passionate about learning how to invest. When given the opportunity to change careers, he was called to helping and leading others, to help educate them on how to save and invest more wisely and he became a registered representative. That was back in October of 1992. For 10 years, Dave had a call-in radio show, “Protect Your Assets,” which helped people better understand issues like saving for retirement, investing wisely, tax planning, estate planning, long-term care planning, and Title 19 planning.
Dave has conducted over 750 educational seminars, both for the general public and for employees of large corporations, like InSinkErator, SC Johnson, Daimler-Chrysler, Dresser, Inc.; and at Beloit College, UW Parkside, and Gateway; and for many small businesses.
In 2010, Dave transformed his practice from commission-based to primarily fee-based asset management and financial planning, focusing on wealth management and retirement planning. In 2012, to better describe the focus, the business changed its name TADA Wealth Advisors, Inc. TADA, the acronym “Tactical, Analytical, Dynamic, Active” describes how we manage money. Rather than relying on 3rd party money managers, TADA primarily uses in-house, homegrown, proprietary wealth management strategies, incorporating and using stocks, bonds, ETFs**, mutual funds and alternative investments***, as well as products like variable annuities***** that offer lifetime income benefits.
Our goal is to help each client find and develop a sustainable, reasonable, and desired monthly retirement paycheck, so that they can enjoy their retirement, without worrying about the market.
Dave holds his Series 6 (Investment Company/Variable Contracts Representative), Series 63 (Uniform Securities Agent), Series 65 (Uniform Investment Adviser), and Series 7 (General Securities Representative) licenses, as well as insurance licenses in life, health, and long-term care.
Dave is married to Barbara and they have a beautiful daughter, Sarah. They are active in their local church. Barb’s interests include: scrapbooking and Bible studies. Dave’s interests include: fly fishing, fishing, golf, and photography.
TADA Wealth Advisors supports several ministries, including the Africa Oasis Project and is a corporate sponsor of the In His Grip Celebrity Invitational, all of whom are unaffiliated third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
AMANDA MOON – Director of Client Services & Support
Amanda serves as Director of Client Services and Support for TADA. She has a been providing back-office support for financial advisory teams since 1998. In 2011, she began working with TADA Wealth Advisors as an executive assistant to our Founder, Dave Zupek, and in short order proved that she was a skilled and tenacious operations resource. Clients love dealing with her and she manages our third-party vendor relationships. She oversees and manages client services and customer support. Amanda interacts with TADA clients on a daily basis and manages the Florida office.
Amanda lives in Lady Lake with her two children, Ian (who says, “my mom is smarter than the internet!”) and Nathan. Her hobbies include scrapbooking, crafts and her beloved Denver Broncos.
Amanda has her Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law) Securities Licenses.
LAURA JOCIUS – Client Services Manager
Laura started with TADA Wealth Advisors in 2015 and has been in the financial industry since 2007 and received her Series 7 (General Securities Representative) license in 2018. Laura treats our clients like family, and has a passion for helping people. Her responsibilities are managing the day-to-day processing of new business applications, sending out our client’s retirement paychecks, and handling client service needs. Laura’s dedication to clients and her passion for helping people have made her an integral part of the firm.
Laura has been married to her husband, Chris, since 2002. They have two children, Michael and Preston. Laura is an avid baseball fan. She enjoys watching the Milwaukee Brewers and her two sons play baseball.
RON HAMILTON – Data Analyst
Ron brings to TADA Wealth Advisors over 30 years of experience in designing and implementing analytical reporting systems for SC Johnson Diversey and then for Johnson Outdoors. After retiring, Ron approached Dave about working part-time by helping develop new analytical tools for portfolio monitoring and investment tracking.
Ron provides instant analytics for all client holdings (over 5,000), including: stocks, mutual funds, ETF’s **, bonds and variable annuity***** investment sub-accounts. This custom research provides a variety of statistical analytics, including: trend track, moving averages, fundamental analysis, performance tracking and portfolio monitoring. Ron has a Bachelor’s Degree in Accounting and MBA in Information Services.
At age 53, he and his wife, Lisa, purchased their Florida dream home in The Villages, which is now their current residence, choosing to spend their spring and summers in Wisconsin.
Ron’s hobbies include: gardening, grilling, and golf; he achieved his first hole-in-one on April 1, 2012 (really!).
*Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies. Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.
**Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
***Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
****There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
*****Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.