I believe in living a balanced and fulfilled life, and money should help you live your dreams now and in the future. My team and I can help you create an effective financial strategy, provide guidance in a common language and do so with straightforward fees.
I was born in St. Margaret's in Hammond, Indiana. I am from the rust belt because my grandfather and father both worked in the steel industry. Early on in childhood, we didn't have much money. I can remember wearing hand me downs, which then went on to my little brother. Mom and Dad always struggled with money, and I believe the reason was because money was complicated, and they didn't understand it. They were working hard, but they just couldn't put all the pieces together.
After I graduated college, I started working with families and company owners and saw they were great at their jobs and running their small business, but not so good with the money piece. The reason they weren't was because it was complicated. They didn't have a lot of freedom, they ended up just having a job even as the owner. When you think of the complication of finances, they were trying to put together taxes, estate planning, insurance and investments, and it was overwhelming.
So, as a young entrepreneur, I saw a need and wanted to fill it and joined Edward Jones to really be that office for retirees and business owners to make the complex simple, giving them opportunity to focus on what's most important to them.
So, my office is all about making the complex simple to help you live life doing the things that are most important to you.
Located in Schererville on US-41 in the Plum Creek professional building, Jacklyn Smith, my Branch Office Administrator, and I serve investors from Valparaiso to Crown Point, St. John, Munster and throughout the Chicagoland and NWI area.
We believe money can be used to provide the ability to focus on the things most important in your life now and in the future, and it doesn’t have to be complicated.
- 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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