Lead Advisor at
Modern Wealth Management
Years of Experience
4 years
Number of Clients
50
Average Client Size
$500,000
Member Since
2025
I work comprehensively to assure that your financial plan is working in your best interest to accomplish all of your financial goals relating to investing, retirement, tax planning, risk management and estate planning.
Kade describes his average client as the "Millionaire Next Door". They typically are people within 10 years of retirement and all the way through retirement who are looking to put together a comprehensive financial plan to make sure they can accomplish their financial goals throughout their lives.
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Finance
Obtained in 2021
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