Meet our team
Adam is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a comprehensive portfolio of securities products, such as mutual funds, and a member of FINRA and SIPC. Adam is also 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.
ETFCU Financial Group professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3080560.1-0520-0622