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.
University of the Pacific
Bachelor of Science
FINRA Series 7 and 66
Bucket List Item
Score even par on an 18 hole golf course