Adam, originally from Mason City, IA, graduated from the University of Northern Iowa with a B.A. degree in Business Administration. He joined Monat Wealth Management in 2007 to provide Portfolio Management and Wealth Building Strategies for individuals and businesses. Adam is now Co-Owner and Partner of Monat Wealth Management Inc. He has been a CERTIFIED FINANCIAL PLANNERTM Professional since 2014 and a member of the Financial Planning Association since 2015. He is an active member of the Optimist Club of Waterloo, St. Athanasius Church and School, Don Bosco CAPS program, among other charitable programs.
I thoroughly enjoy working with people to solve their financial puzzle. It's not only finding the right fit for each client, but it's the relationship formed throughout that process that makes me love my job. One of the most rewarding things in my life is watching others enjoy the fruits of their labor.
Adam and his wife Jackie have 3 amazing children and live in the country south of Jesup. He enjoys playing golf and cheering on his kids in various sports activities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.