Tait is a financial consultant dedicated to delivering financial planning and investment solutions for individuals, families, businesses, and nonprofits. After graduation from Texas Tech, he gained valuable experience at Equitable Advisors. In 2025, he joined Capitalwise, where he combines his passion for the stock market with a commitment to helping clients achieve their financial goals.
Tait grew up in Fredericksburg, TX and loves visiting family and friends there whenever he can. Now based in Houston, he enjoys catching Astros games, playing golf, and traveling to Colorado to spend time with family, hike, and snowboard.
Exams, Licenses, and Other Professional Designations
- 2025 – Currently pursuing – Chartered Advisor in Philanthropy (CAP®) and Series 65 Examination
- 2024 – Series 6 Examination
- 2023 – Securities Industry Essential (SIE®) Examination
- 2023 – General Lines – Life, Accident, and Health Insurance
- 2023 – Bachelor of Business Administration in Finance, Texas Tech University
Fun Facts
If someone gave you a gift box full of items that made you smile, what would be in it?
A picture of the family, my Astros bobble head, a cast iron skillet, steaks, and golf balls!
Who has most impacted your life?
My family. From my mom instilling helping others to my dad and grandparents teaching me about business and the stock market.
What’s your favorite holiday (or family) tradition?
My favorite tradition is cooking a good meal and trying out new mixed drinks with my family and friends!
If you could spend the day with a fictional character, who would you choose?
Jason Bourne in Europe. Even though it would be scary it would be exciting.
What is one item you can’t live without (besides your phone)?
My cast iron skillet, but if it’s an item of any size I’d say my grill. I love to cook for people and it’s the way I show love to people I care about.
What (or who) makes you laugh?
When someone tells a funny joke or whiffs the golf ball.
What is one thing every person should add to their daily routine?
A 30-45 minute walk/run, as this is the best self care anyone can do.