Wealth Designed. Life Defined.
About Thad
With a service first mentality, Thad follows through with investing and money movement requests to give clients confidence in their wealth management plan.
Thad has been in the financial industry for 16 years and began his career at Transamerica. Prior to joining Carson Wealth, he was an associate wealth management advisor for Northwestern Mutual and supervised the investment operations for a wealth management advisor. He holds his Series 7, 66, 9 and 10 securities registrations.
Thad is a Cedar Rapids native, and currently lives in the community with his wife, Kristin, and their two sons, Dylan and Grant.
He enjoys watching his two sons play whatever sport is in season. As a family they have a friendly rivalry: the good guys root for the Cubs and others cheer for the Cardinals!
They also like going on fishing adventures on a bank, boat, or through the ice. He also enjoys Hawkeye and Bears football.
Thad McVay is a non-producing registered representative of Cetera Advisor Networks LLC, Member FINRA/SIPC.
Favorite Food
Steak (ribeye or filet), asparagus, and potatoes
Best Piece of Financial Advice He Has Received
Pay yourself first.
Favorite TV Show
“Parks and Recreation” and “The Office”
Favorite Book
Bible
Favorite Holiday
Thanksgiving
Place You’d Most Like to Visit
Galway Bay, Ireland