Tai joined Beaird Harris in April 2023. Prior to coming on board, his previous 19 years were spent with one of the largest financial services firm in the country, Fidelity Investments. His first few years were based at the Westlake Regional Center where he served a number of different roles that helped him become well-rounded in the financial services industry. The next phase of his career at Fidelity was at the Plano Investor Center where he was a financial advisor for over a decade. His most recent role was a Vice President, Financial Consultant where he partnered with high net worth families in building customized financial plans. In that role, he worked with over 350 families and helped manage almost $1 billion in assets. His areas of expertise include investment strategies, retirement income planning, tax efficiency, and estate planning.

Tai received his Bachelor of Business Administration in Finance from the University of North Texas in 2003. He also received his Master of Business Administration in Finance from UNT in 2007. He is a Certified Financial PlannerTM (CFP®) as well.

Tai’s calling as a financial advisor came about during his early college years when he attended a meeting between his parents and their own financial advisor. As first-generation immigrants, their English was not great so Tai was simply there as a translator. However, seeing how that advisor was able to help Tai’s parents as if they were his own really left a life-long impression on him. That meeting eventually started Tai down the path to become a financial advisor, and he cares for his clients as if they were his own parents now.