We are proud to share that Brad Tatar, Senior Vice President and Wealth Advisor at GreenUp Wealth Management, was featured in an article on Financial Planning, an online and print publication with over 600,000 wealth management community subscribers.
GreenUp Wealth Management’s advisors are fully committed to their clients, as exemplified by Brad ensuring the safety of his clients as Hurricane Ian made landfall. Brad urged one client to evacuate her mobile home in Bradenton, Florida, and offered to let her stay with his own family on the other side of town when she lost power.
“Brad has about 65 clients, and he has a very deep relationship with these folks,” Tony Schmitt, President, and CEO of GreenUp, explained to Financial Planning. “And I can tell he treats everyone like his family.”
The Wealth Advisors at GreenUp are committed to their clients. They feel a sense of responsibility that extends beyond financial planning and investing and includes lending a helping hand when disaster strikes. “Brad’s commitment to his clients and his community during such a difficult time is a true testament to his character and a reflection of the values at the core of everything we do at GreenUp” said Tony Schmitt.