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Thad Gilliam

CFA, CFP®

Partner & Financial Advisor

From a young age, I was fascinated with investing. My grandfather taught me about compound interest as a child and he later introduced me to investing in stocks when I was a teenager.  

Later, in college, I fell in love with financial planning as it combines the messiness and unpredictability of life with the art of planning for the future. 

I’ve been blessed to work with a wide range of clients from widows living on a few hundred dollars per month to wealthy families planning for the best way to steward their wealth. With all clients, I have found that those who can do the hard work of creating margin in their life are usually rewarded by being able to live a focused and intentional life.  

The goals are different for everyone: early retirement, time and flexibility with family, a vacation home to make memories, a successful launch into the world for your children, your financial legacy, and more. 

While I don’t know with any certainty what the future holds for any one person, I am confident that living within your means, saving for future goals, planning for risks (both known and unknown), and living with a sense of gratitude enables us to weather many of life’s storms a little bit easier. It is my honor to help clients on this journey.

Sincerely,

As a CFA and CFP®, I am able to help clients with all their financial planning questions and also take a deep dive into investing strategy and analysis.

I work best with clients who:
✔ Want a trusted guide for their financial future and value outsourcing to experts
✔ Are in their peak earning years and want to make the right decisions leading up to retirement
✔ Want to take an evidenced based approach to investing
✔ Appreciate working with an advisor who values honesty and transparency

Get to know more about me

Family. Hobbies. Community.

Personal Points of Interest

  • Family: I am married to my college sweetheart, Krista. We have three kids: Liesel, Ingrid, and Fritz. 
  • Hobbies: Running, Carpentry, and Bread Making. When I am not in the office, you can find me training for my next trail race or adventure.  I’ve built or renovated 2 houses and I often find myself tackling a carpentry project on the weekends.  And I continue my pursuit of baking the perfect sourdough loaf.
  • Community: We attend All Souls Fellowship in Decatur, GA. I also am a volunteer race director for the Helenback Race Series which is part of GA Ultrarunning and Trailrunning Society. And I coach kids sports teams in Decatur.

Credentials & Education

    • Chartered Financial Analyst (CFA)
    • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    • M.S. in Personal Financial Planning, Georgia State University
    • B.B.A. in Finance, Magna Cum Laude, University of Georgia

Ready to Chart Your Financial Future?

At Verisail Partners, we believe in empowering you to take control of your financial journey. Whether you’re planning for retirement, managing investments, or seeking guidance on life’s financial decisions, our team is here to help. Reach out today to schedule a consultation and discover how we can navigate today and tomorrow, together.

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