Adam believes investment planning is about more than numbers. It's about helping people gain confidence in their future.

Since entering the financial services industry in 2019, Adam has focused on helping retirees, pre-retirees, and families navigate important financial decisions with clarity and purpose. He joined Wells Fargo Advisors in 2025 after spending six years with Edward Jones.

Known for his relationship-driven approach, Adam takes the time to understand each client's goals, values, and family priorities before developing personalized strategies. Guided by integrity and honesty, his mission is simple: help clients feel confident, informed, and prepared for what's ahead.

Outside the office, Adam and his wife stay busy raising their five children and supporting their many activities and sports. They are actively involved in the St. Pius and St. Leo school communities, and Adam enjoys staying active and spending time with family.

Sandy brings more than thirty‑five years of industry experience to the families we serve. Throughout her career, she has supported many of the same multigenerational households, earning their trust through her consistency, loyalty, and unwavering dedication.

Sandy began her career in 1987 at Dean Witter Reynolds before transitioning to Norwest Investments in 1991, where she obtained securities registrations in 1994. That same year, she moved with her team to Kemper Securities, remaining through multiple firm transitions that ultimately became Wells Fargo Advisors. Her multi‑decade tenure with the firm reflects her deep commitment to the families she serves and the long‑standing relationships she has built throughout her career.

Over the course of her career, she has been recognized by Wells Fargo Advisors for her service to clients. Sandy is known for being sharp, driven, and persistent. She thrives on solving complex problems and going the extra mile for both clients and advisors. Her tenacity, follow‑through, and “leave no stone unturned” mindset make her a trusted resource for families who rely on her to navigate challenges of all sizes. If there is an obstacle to overcome, Sandy is the person who will break through barriers to make sure clients receive the help they need — all with a warm smile and a positive attitude. Her favorite part of the job is the variety in each day and the meaningful relationships she has built over the years.

Outside the office, Sandy enjoys spending time outdoors, especially flower gardening and spending weekends at the lake with her three children and six grandchildren.