Mark brings over 20 years of entrepreneurial experience to the TADA team. He spent 15 years running his own manufacturing company and 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 from Elmhurst College (IL), and is a licensed Managing Real Estate Broker and Business Broker. Overseeing the day to day management of the Wisconsin office, Mark helps clients construct and understand their customized investment and wealth preservation strategies. He heads up our Exit & Succession Planning effort for business owners, our Social Security Strategies effort for individuals approaching retirement and our College Planning Strategies effort for families with college-bound children. Mark is a huge baseball fan, a cigar aficionado, loves classic cars and reads spy novels when not analyzing the stock market.
Mark holds his Series 7,63 and 65 securities licenses as well as his Illinois Life and Health insurance license and an Illinois Real Estate Broker’s license.
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, 63, 65, and 7 securities 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 serves as Director of Client Services and Support for TADA. She has a 15-year track record of providing back-office support for financial advisory teams. In 2011, she began working with TADA Wealth Advisors as an executive assistant to our President 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 she provides support to our client services manager in Wisconsin, Laura Jocius.
Amanda is married to Adam and they have two children, Ian (who says "my mom is smarter than the internet!") and Nathan. Her hobbies include: scrapbooking, crafts and her beloved Denver Broncos.
Laura started with TADA Wealth Advisors in 2015 and has been in the financial industry since 2007. 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 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!).