IMG_5832b.jpg

ADAM Colby

CFO / Financial Planner


EXPERTISE

Developing and stress-testing the firm’s asset allocation models.  Assessing risk metrics for client portfolios and the broader global markets. Trading and rebalancing client portfolios.

EDUCATION/DESIGNATIONS

  • CIMA® 
  • BA (Business Major/Math Minor) from Dakota State University
  • FINRA BrokerCheck 

 

PERSONAL INTERESTS/FAMILY

Adam has been married to his bride Kristi for 17 years. They have three children: Emma, Andruw, and Anthony.

Adam is an avid sports fan and an excellent coach of his sons' youth sports teams. He also thoroughly enjoys a round of golf every now and again. 
 

WHAT DO YOU LIKE ABOUT WORKING AT THE WEALTH GROUP?

“The people here.”
 

WORDS OF WISDOM?

Never ask, “What is the monthly payment on this?”
 

WHAT BROUGHT YOU TO THE WEALTH GROUP?

 
“My younger brother (and now boss) and I have wanted to work together for years. The opportunity arose within The Wealth Group, and I jumped at the chance. I have always had a passion for personal finance and investing; the transition into this investment-focused role was a natural one for me.”
— Adam