Tad Jakes, CFP®, EAEA
Senior Wealth Manager
Tad Jakes is the senior wealth manager at MFAC Financial Advisors, Inc. Tad’s career in wealth management spans more than 20 years and he has been with the firm since 2004. He has a Bachelor of Science degree in Finance from the University of Arizona, and is a Certified Financial Planner (CFP®) and Enrolled Agent (EA). Tad is also a member of the National Association of Financial Planners (NAPFA), which is an organization that requires its members to meet the highest fiduciary, ethical and competency standards in the financial planning industry.
Tad is passionate about investments and personal financial planning, and his role is integral in the development of the firm's investment strategies, portfolio management, and financial planning strategies. Dedicated to life-long learning, he has positioned himself as a creative, knowledgeable and trusted advisor to the clients he serves.
Tad grew up in Southern California, but in 2017 he moved with his wife and children to a serene, 38-acre farm in Northern Baltimore County, Maryland. He loves nothing more than spending his free time with his family, enjoying the outdoors, reading, and living a healthy, active lifestyle.