Adam grew up in Bellingham, and moved to Montana after high school to attend Montana State University where he earned a degree in Finance with a minor in Accounting. During college, he discovered that financial planning was the perfect fit for his interest in personal finance and desire to make a difference in people's lives.
Before joining West Invest, he gained valuable experience in communication and client service through summer sales roles and by running his own landscaping business, where he also learned the importance of time management and responsibility. He already had his Life Insurance license, and since joining the team has a Paraplanner he has obtained his Series 65 license.
You might find yourself working with Adam:
- When he attends meetings with you and your financial planner,
- When he can assist you with distributions, contributions, or other investment account maintenance,
- When you have questions about your investments or financial plan.
A quick Q&A with Adam:
- What's a hobby that you love outside of work?
- I love to be emersed in nature. Going out skiing in the backcountry at Baker or mountain biking up in the hills near Bellingham
- What do you enjoy most about working at West Invest?
- Definitely the culture, every gets along really well.
- What's one small thing that always makes your day better?
- Hanging out with my two little pups, Danny and Daisy, who are mini Aussies.
- If you could magically automate something in your life, what would it be?
- Snow all year round at the mountain so I can ski all year long, and less grey weather in Bellingham with more sunshine.