Client Service Coordinator
As a team member of Adam Andelin he manages the client relations with both our employer benefits clients and our individual financial planning clients. He is an essential part of handling the day to day activities of Adam’s practice.
Adam was born and raised in Loomis, CA with his older brother. If the weather is nice, Adam enjoys spending his free time either out on the lake or on the golf course.
I enjoy working with clients and treating them with the utmost care and detail.
University of the Pacific, 2013
Bachelor of Science
FINRA Series 7 and 66
Bucket List Item
Score even par on an 18 hole golf course