Wade Dillman is the in-house Investment Strategist for our practice. He joined us in 2018 and is responsible for research, the rebalancing of portfolios, analyzing all available investment vehicles and insurance solutions. We use his insights in developing financial plans individualized to meet each client’s unique needs.
Wade came to us with a rich background in customized financial planning projects. He has directed, coordinated, and managed wealth planning, asset allocation, reporting and analysis in our highly competitive industry. A graduate of the University of Colorado, he received a B.A. in Marketing. Over the years of his Financial Services career he has earned series 6-Investment Company Products/Variable Contracts Representative, 7-General Securities Representative, 63-Uniform Securities Agent State Law Exam, 65-NASAA-Investment Advisors Law Exam, health and insurance licenses.
Wade has a busy, fun packed family life with four children ranging from age 12-1. They enjoy fishing, playing sports, and embarking on new adventures. He coaches his son’s select baseball and daughter’s softball teams. In his down time Wade enjoys BBQ’s with friends and family, golf and he is an avid reader.