Adam Schwallier, CFP®, CMFC
Adam Schwallier, Wealth Advisor, has more than 15 years of experience in the financial services industry including a background as an actuarial consultant and institutional pension product manager. Adam serves both individuals and small businesses. He is a CERTIFIED FINANCIAL PLANNER® professional, CFP® and a CHARTERED MUTUAL FUND COUNSELOR SM, CMFC®. From The University of Michigan, Adam earned a Bachelor of Science degree in Mathematics of Finance. Adam works with clients to understand their holistic needs and objectives. He implements a strategic academic approach using sound financial principles to then achieve a well-balanced customized financial plan.