Adam Robertson

For many years, I have been working 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.

My wife, Katie, and I reside in St. John and have two children: Carter and Hunter. We can both be found cheering on our sons' baseball and football teams at the local fields. We both believe in giving back to our community and serve on several community boards. Currently, I am serving on the boards of the Munster Chamber of Commerce and Legacy Foundation (NWI's largest community charitable foundation). I am a member of the Schererville Rotary Club and Schererville Chamber of Commerce.

I joined Edward Jones as a financial advisor in Munster and later opened a branch in Schererville where my office is currently located. I serve a select group of families in the Chicagoland and Northwest Indiana as well as investors around the country.

After graduating from Purdue University with a focus in finance and economics (2001), and obtaining a Master of Business in 2009, I earned the AAMS® professional designation in 2001. This training program examines various investment strategies that are crucial for making decisions in the asset-management process. The curriculum includes the study of investments and insurance; as well as tax, retirement and estate considerations. Before completing the designation, I was required to pass a rigorous examination and sign a code of ethics and disclosure form attesting to my professional conduct.

Jacklyn Smith, Branch Office Administrator, along with the power and resources of our home office, is 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.

Please call us when we can be of service to you.