Adam joined Lake Elmo Financial in 2019 as a Financial Advisor. Prior to joining Lake Elmo Financial, Adam worked in the financial industry where he was a retirement consultant to clients and advisors.
He graduated from the University of Minnesota - Twin Cities with Bachelor of Science Degrees in Business & Marketing Education and Human Resource Development. He holds his Series 7, Series 63, MN life & Health and CRPC® - Chartered Retirement Planning Counselor designation. Additionally, he recently obtained the CFP® - CERTIFIED FINANCIAL PLANNER designation through the College of Financial Planning.
Adam recently moved to the Stillwater area with his wife Jacki and their beloved cats, Rico and Miko. When not in the office, Adam enjoys boating, golfing, working out and spending time outdoors.