A registered investment advisor representative since 2008, Adam has worked for Winch Financial since he graduated summa cum laude from Luther College in 2006. Initially, he worked as an advisor, meeting clients and analyzing investment opportunities. Currently, he is both a financial advisor and an analyst with the investment team.
Adam recently earned the prestiguous Chartered Financial Consultant designation, having passed seven core curriculum courses and an additional course on contemporary applications in financial planning. As a ChFC, Adam honors the fiduciary standard and will always work in the best interest of his clients.
He sees a full schedule of clients and meets daily with both the investment team, tracking market trends and investment opportunities.
Get to know Adam better:
What was you first job: Hollywood Cinema
Describe your most memorable vacation: Greece with family on Santorini Island
Coffee or tea: Coffee
Best book you ever read: East of Eden
What is your favorite season: Fall