Wade Scales Email & Phone Number

My experience working with the Ritz-Carlton taught me what delivering a topnotch customer experience means and how it can impact customer retention, loyalty, and people’s confidence in recommending me to others. By putting my clients and their experience in their dealings with me first, I enjoy the partnerships I form with the families and businesses that consider me a trusted advisor. Whether working for individuals in a personal setting or business-owners with their corporate finances, I have found a passion in uncovering and maximizing clients’ employer-provided benefits. By starting with a person’s employee benefits book, we can first confirm if they are leveraging all that’s available at their place of work. I can then show how the insurance, retirement savings, investments, and cash flow afforded by their employer (along with anything we do to supplement those programs) should not exist independently of each other, but rather should all work together in supporting a plan. “A goal without a plan is a wish!” – Herm Edwards”

Listed skills include Networking, Financial Needs Analysis, Coordination With Other Advisors, Association Based Benefit Comparisons, and 2 others.