CFO / Financial Planner
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.
- BA (Business Major/Math Minor) from Dakota State University
- FINRA BrokerCheck
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?”