As Executive Vice President at TDC Investment Advisory Services, Adele supervises a specialized team of associates to meet the client service, portfolio administration and marketing needs of our clients and advisers. With tenure of over 25 years at TDC, she has developed strong relationships with many clients and industry resources and takes pride in using her experience as a resource for the clients of TDC.
What path led you to wealth management?
Starting in high school, I developed an interest in economics and finance which led me to major in Economics in college along with obtaining a high school teaching license. After one year of teaching, I realized that although I enjoyed the students, my opportunities would be greater in the non-public school sector. My role in this Wealth Management firm has allowed me to continue to “educate” others, whether clients, colleagues or team members while continuing to learn myself.
Why did you join TDC?
I joined TDC in 1989 when I moved to Toledo from the Minneapolis area. At that point, the firm was significantly smaller and had yet to start the wealth management division. Honestly, I joined TDC because I needed a job. I stayed because it offered me the opportunity to help others, grow as a professional and balance my work and family lives. Starting and staying at TDC has been one of the most influential decisions I have made in my life.
What most excites you about your work?
Knowing that work done by our team makes a difference to our clients’ families. Every day, we are simplifying financial transactions, getting people closer to their goals, or helping people enjoy the money they earned and invested whether by spending or charitable giving. I also enjoy watching our younger colleagues grow in their careers along with the change and challenge required in a growing company.
What has been your most rewarding career experience?
As a long tenured associate, I am fortunate to see the plans we started for clients years ago play out over time. I have seen clients experience the loss of a loved one and our help in their struggle to settle affairs and move past their grief. I have seen clients sell their businesses and move to the next chapter of their lives. The ability to help in these scenarios keeps me focused on the importance of what we do. In addition, I enjoy watching the newer, younger team members grow and learn. The future of TDC is secure with the value of the next generation.
What personal accomplishments are you most proud of?
Marrying, having, and raising 2 great kids, becoming a mother-in-law and a grandmother all while with TDC. Even as a full-time working parent, I have always put my family first. With that decision came professional challenges, but it was absolutely worth the struggle. I hope I have been an example, not only for my family but for others who will follow a similar path.
Why do families need to be stronger, closer, and wiser?
Families are the foundation of our society. I believe that starting life in a loving family focused on education and opportunity gives a child the best chance to be a responsible, contributing member of society. This in turn helps all of us. If our work eliminates some of the financial distraction that prevents good family relationships, we are doing our part to make the world a better place.
What do you like to do outside of work? What’s your favorite way to spend a weekend?
Of course, spend time with my family preferably at our Lake House in Michigan. Being together with the kids and our granddaughter is the best time. Next would be friends and travel.
What are some of your biggest influences?
In business, John and Evelyn Delp. They started the beginning of what became the TDC family of firms in 1958 and lead the company through the early years. What we have done since is only built on their foundation. Personally, the two largest influences in my life have been my family and my faith. My parents and my extended family showed me the value of hard work and pride in independence. They also taught me the joy in family and the work required in good family relationships. My best childhood memories are big family gatherings at my grandparents’ homestead. My Catholic faith provides the foundation of my values which translate into my actions. I am grateful to our God for the abundance and opportunity he has shown me. My goal is to live a life that honors him by serving others.