Adam is a Financial Advisor focused on helping clients build wealth through comprehensive financial planning. He has been helping his clients reach their unique financial goals for more than 20 years, 10 of which have been at First Investments & Planning. His specializations include wealth accumulation, retirement income planning, tax savings, saving for college, wealth transfer and protecting against the unexpected.
Adam currently holds his Series 7, Series 63, and Series 65 securities registrations along with Life, Annuities & Variable Contracts Insurance Licenses. As a graduate of Briar Cliff College in Sioux City, IA, Adam holds a Bachelor of Arts degree in Business Administration and has served his entire career in the financial services industry.
When not providing financial advice, Adam can be found outdoors spending time with his family. Adam’s best childhood memories involve camping, fishing, and hunting and he hopes to provide the same happy experiences to his two sons. His family takes frequent trips to the lake where they enjoy camping, boating, and fishing.
In addition to teaching his sons life skills, Adam coaches youth hockey and has a passion for helping young players build skills on the ice while learning the importance of teamwork.
Omaha, NE 68124
4124 S 50th St
Omaha, NE 68117
Raymond James is not affiliated with the above organizations and/or charitable causes.
You should discuss any tax or legal matters with the appropriate professional.
Check the background of this firm on FINRA's BrokerCheck.
Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE