About Adam M. Anderson
Adam Anderson hails from Western Kansas. After graduating from Fort Hays State University in 1990, Adam moved to the Pacific Northwest to begin raising a family with his wife Kristin, a Portland native. Adam brings more than 30 years of financial advisory experience to the team. As a Financial Advisor, Adam has a working knowledge of many different styles of providing investment advice to clients.
The main focus of Adam’s practice is helping clients achieve their retirement goals. Adam works to help clients accumulate and preserve wealth during their working career, and then manage these assets for income during retirement. A comprehensive approach to managing wealth includes working with clients to implement efficient wealth-transfer strategies, seeking to maximize the ultimate benefit to clients’ families. Regular, periodic reviews are part of this process. Adam believes that providing investment advice is essentially an on-going conversation with clients, with course corrections and updates occurring as necessary over time.
Adam and Kristin, along with their three children, are big fans of life in the Northwest. After many years of coaching and supporting their children’s sports teams, favorite activities now include walking their three dogs, golfing, and hiking and biking around the Oregon and Washington.
Securities Agent: MT, OR, MO, WI, NY, DC, NE, AK, PA, CA, NV, AR, SD, IL, UT, OK, OH, MN, HI, GA, WY, MI, FL, CO, TX, TN, WA, NM, ID, AZ, VA, SC, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1847121