Starting his career in the financial planning industry 17 years ago with Tagge-Rutherford Financial Group, Adam has had the unique experience of functioning within various capacities of the business, including client prospecting and operations, which ultimately provided the foundation for his becoming a financial planner and full partner in the firm in which he started.
What began as one client, Adam’s book has grown to over 300 clients, attributable to growth and advisor succession planning over the last five years. He has been able to successfully cultivate and maintain relationships with his clients by providing value through various market cycles and now refers to his first client simply as his longest business relationship.
Adam is a Nebraska native and graduate of the University of Nebraska at Omaha. He is connected to the community through various local charities and fraternal organizations and is a frequent guest speaker for Omaha Public Schools and Creighton University. He has a wife and two children and spends his free time playing an active role in their sporting events and practices.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.