Adam has been working with Mangs Financial since 2011. His responsibilities include, overseeing all office operations and client contact, ensuring that clients have all of their needs met with the most exceptional service, and assisting with maintaining client portfolio's through asset allocation and security selection.
Adam is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Chartered Financial Consultant®, as well as a Certified Life Underwriter®. He also holds an insurance license and FINRA Series 7 & 66 registrations (with LPL Financial). He received a Bachelor's Degree from the University of Vermont. When Adam is away from the office, he can be found playing guitar, and spending time with family, friends, and his cat, Konan.