MORE THAN JUST INVESTING
MORE THAN JUST INVESTING
Having held many leadership roles across a career in horticulture, forest management and, most recently, the conservation non-profit sector, Adam brings a unique approach to his role at Blueprint Financial. He is the newest member of our team having joined the firm in January 2023. He looks forward to adding to the growth of the business and working with clients throughout the community and surrounding areas.
Adam holds a Bachelor of Science in Forest Management and Business from Auburn University in southern Alabama. He currently holds the Series 7 and 66 securities licenses, is registered in Nebraska and Iowa, and is working towards getting his Certified Financial Planner (CFP) credential.
Adam serves his community by being on the boards of CHI St Mary’s Hospital Foundation and the Missouri River Basin Lewis and Clark Visitor Center and is alumni of LEAD Nebraska (Class 30) and Leadership Nebraska City (Class 5). He also gives of his time at St Mary’s Catholic Church by serving on the Parish Council. Adam and his wife, Jennifer, live in Nebraska City (since 2008) and have three adult children, Colby, Kaitlyn, and Caleb. All three are currently enrolled at UNL. Colby is a senior studying Math/Statistics, Kaitlyn is a junior studying Nursing, and Caleb is a junior studying Sports Management/Marketing. In his spare time Adam enjoys golfing, backpacking, and woodworking.
BluePrint Financial Planning
402-873-0530
1720 S 11th ST // Nebraska City, NE 68410
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. BluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC . Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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