After the ADISA 2016 Annual Conference, Tim Witt, director of research and due diligence officer at Concorde, discussed the rapidly changing financial regulatory landscape with GlobeSt.
Concorde Case Study: David Zupek
David Zupek, president and owner of TADA Wealth Advisors, a wealth management and retirement planning firm, founded the company more than 20 years ago. Since then, he has helped thousands of people plan for their retirement.