Adam joined Sandvold Financial Group in 2021 with a prior background in accounting and banking industries. As a financial advisor, he likes to take a comprehensive approach to financial planning, holding his Series 7, 63 & 65 as well as his Accident & Health, Life, Variable Life & Variable Annuities license. Adam thrives in providing custom and multi-strategic plans for his clients while discussing various options that will help them pursue their goals. Being an outgoing people person by nature, Adam enjoys meeting and getting to know his clients by actively listening to their short-term and long-term objectives. After gathering the pertinent information, he will then put together an inclusive financial plan individualized for each client.
Adam attended Rasmussen University where he graduated Summa Cum Laude with a Business Management degree. He holds the Series 7, 63, 65 licenses along with his Accident & Health, Life, Variable Life & Variable Annuities license. In his free time, Adam enjoys golfing, yard work, going to sporting events and spending time with his wife, two kids and dog.