Sr. Wealth Advisor - Feltz WealthPlan
Tad was born and raised in Omaha, NE, and has spent the last 22 years assisting successful clients build upon their financial future. Working closely with doctors and business owners to develop their pre and post retirement plans, Tad has a real passion for the industry as a whole, with a focus on the stock market that started at a very early age.
Tad's free time is spent with his wife of 14 years, Melissa and their twins Caleb & Sebastian who are actively involved in baseball, soccer, basketball and football.
Tad also volunteers his time on charitable causes that he maintains a passion for. He is currently on the board of the Creighton University Medical Center-Bergan Mercy, and has worked closely with the Heart Ball He is also a member of the American Heart Association Heart Ball Committee, helping raise over $1.7M for heart and stroke research.
"My purpose for joining Feltz WealthPLAN was driven by my close association with Todd Feltz and Brent O'Mara during my entire 22 year career. Todd has always maintained a focus on the Client Experience, and a Client First mentality. Both Todd and Brent have a common vision to continue the success of the firm, and with over $2.6B AUM, they have invested in the right processes and people to continue that great tradition."
101 S 108th Ave Fl 2
Omaha, NE 68154