As an Edward Jones financial advisor, my focus is to help you make the most of your hard-earned money and help you refine your retirement strategy so you’ll spend retirement on your terms and with as few surprises as possible.
Growing up, I always played the banker in Monopoly. I was destined to work with finances and to understand how and why our monetary system works. As an avid chess player, I enjoy strategy and planning to win. Much like playing chess, working with you, I’ll help craft a long-term strategy for achieving your financial goals.
Many of my best memories were made growing up camping as a Boy Scout where I attained the rank of Eagle Scout. This led to an opportunity to work as a packer and guide at the Kennedy Meadows Pack Station taking groups of families and eventually the Governor of California into the backcountry of the high sierra on horseback pulling a string of mules. These summers were extremely hard work, but very rewarding with scenery most people having never experienced.
Working throughout my college years, I was employed by a large bank – first as a teller – then progressing rapidly to a private client banker. I graduated from Chico State University with a bachelor's degree in economics and made the choice to join Edward Jones due to their excellent reputation and client centered philosophy.
As an avid outdoorsman and environmental steward, I volunteer for our local Duck’s Unlimited Chapter and as a District Advancement Chair for the local Boy Scout District, mentoring scouts on their way to Eagle.
I look forward to meeting you and your family and serving your financial needs.
- Wealth Strategies
- Military Professionals & Veterans
- Portfolio Reviews
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
- Horseback Riding
- Wine Collecting/Enthusiast
Office Address1516 Hwy 99 Suite F
Gridley, CA 95948 opens in a new window
Phone NumberAdam Groen at (530) 846-4028
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