Adam Personett is a Senior Wealth Advisor with over 10 years of experience in the financial services industry. He holds an MBA in Finance from the University of Illinois Springfield, a Certificate in Financial Planning from Northwestern University, and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
A graduate of Eureka College and former U.S. Army tank crew member, Adam brings discipline and leadership to his work. He began his career in the private investment sector before transitioning to a client-focused advisory role in 2018, where he works with individuals and families to pursue long-term financial goals.
Known for his approachable style, Adam simplifies complex financial concepts to help clients make confident, informed decisions.
Adam lives in Germantown Hills with his wife and two sons and is an avid Chicago Bears fan.
