Tad Kastman


Wealth Management Advisor


Tad is passionate about helping others pursue financial freedom. He focuses on serving tax, audit and consulting professionals, working through the financial challenges they face.

Tad worked in the accounting field for over 10 years, including as a Tax Manager at Deloitte. He has a BA in accounting from the University of St. Thomas in St. Paul and a Masters of Taxation from the University of Denver.

When he is not helping clients, Tad enjoys spending time with his wife and three kids. They love living in Northeast Minneapolis and are fully invested in their community, including serving at their local church.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner, CFP® (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.