As a Paraplanner/Trader supporting several advisor teams at Berger Financial Group, Adam is primarily responsible for meeting preparation, creation of financial plans and maintaining ongoing communication with clients. Previous to BFG, Adam interned at a local accounting firm as an audit associate earning him valuable experience looking into auditing rules, regulations and financial statement accuracy.
Adam holds a degree in Business Financing and Accounting from the University of Wisconsin-Eau Claire. Outside of the office, Adam loves to golf, exercise, participate in sports and spend time with his family and friends. As an avid sports fan, you can catch him watching the Packers, Milwaukee Bucks or Badgers in his spare time.