I work with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as business retirement strategies, insurance considerations, building a personal retirement strategy, saving for education or creating a regular flow of income.
I grew up in Munster, IN and graduated from Munster High in 1996 and from Purdue University in 2000 with a Bachelor of Science degree in economics and finance, and again from Purdue University in 2009 with a master's degree in business administration.
My wife, Katie, and I reside in Saint John and have two children: Carter and Hunter. We both believe in giving back to our community and serve in several community organizations. I am a member of Schererville, Saint John and Dyer Rotary Club and Munster Chamber of Commerce.
With an MBA from Purdue, the AAMS® professional designation and over 20 years of business experience across blue chip multinationals, I offer a unique set of experiences and a great depth of knowledge and acumen to help empower my clients to make smart choices about their money.
My branch office administrator, Sandra Bogucki has over 10 years' experience. She and I are dedicated to providing you with the highest level of service possible and will partner together with you to help keep you on track to reach your goals.
Who We Serve:
a. Retired, or close to it
b. Diligent savers
c. Looking for a trusted financial advisor
Please call us when we can be of service to you.
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
- Retirement Savings Strategies
- Insurance & Annuities
- Retirement Income Strategies
My Personal Interests
- Community Outreach
- Wine Collecting/Enthusiast
Office Address931 Ridge Rd Suite D
Munster, IN 46321
Phone NumberAdam Robertson at (219) 836-2538
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