Since starting as a financial advisor in 2015, I have had a passion for serving my clients' highest financial interests with far-reaching advice. Using an established process, my Branch Office Administrator, Jamie, and I enjoy helping families determine what wealth means in their lives and how they can connect it to their personal goals.
I enjoy taking the time to understand what is important to each unique client and work hard to offer personalized advice. Before investing any money, we begin by understanding and clarifying your expectations and goals. This can involve your CPA, attorney and other professionals to get a clear picture of what strategies are optimal when considering tax concerns, wealth protection interests and estate considerations, as well as your charitable inclinations.
I hold a bachelor's degree in finance from the Trulaske College of Business at the University of Missouri. I also am involved in various community groups such as the Boys and Girls Clubs of West Central Missouri, State Fair Community College Foundation, First Christian Church and Central Missouri Business Builders, among others.
My wife, Kaylin, and I have chosen to live and raise our family in this wonderful community. We welcomed our first child, Sloane, in 2019 and are loving everything about being parents.
Office Address718 W 16th St
Sedalia, MO 65301
Phone NumberAdam J Tilley at (660) 951-1300
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More