Adam co-leads the firm and specializes in investment strategy, retirement planning, and portfolio management for our clients.
A registered investment advisor representative since 2008, he works as both a financial advisor and an investment analyst. He graduated from Luther College in 2006 and earned the Chartered Financial Consultant (ChFC®) designation, which reflects his commitment to advanced training and the fiduciary standard of always working in the best interest of his clients. Adam believes successful financial planning combines thoughtful analysis with strong personal relationships, helping clients make informed decisions with confidence.
Outside the office, Adam enjoys time with his wife, Hannah, and their dog, Tommy, exploring new places, great food, and the outdoors.
Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or Winch Financial is engaged, or continues to be engaged, to provide investment advisory services.