Meet our team
Adam is a Registered Representative of LPL Financial and a licensed insurance agent.
I am incredibly appreciative of the trust and value my clients place in the services we provide. I am committed to creating a unique financial plan for each client by learning about them both personally and financially. My goal has always been to create relationships that last a lifetime so that I can always be there when my clients need me the most.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and ETFCU Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ETFCU Financial Group, and may also be employees of ETFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ETFCU or ETFCU Financial Group. Securities and insurance offered through LPL or its affiliates are: FR-3080560.1-0520-0622
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.