5 /5 Alice Nasol-Howell: Exemplifies Excellence
Although Adam’s specific resume entre, that of having been a Navy SEAL, reassured me that he was someone who is markedly competent; it has actually been our ongoing experience working with him as our financial advisor, that has fortified my trust in him to guide and advise us about such critically important matters as our finances. His exceptionality, reflected (among other ways) in his success having graduated through the extremely rigorous training and selection process of such an elite naval force, has apparently not attenuated over time. As our financial advisor, it’s apparent in many ways. Notable is Adam’s acumen in the industry, likely developed from his genuine and personal interest, completion of necessary education, as well as his previous experience in the field. He also had the wisdom to team-up with highly qualified “investment researchers” in order to best serve us. We’ve made investment financial gains, and have also avoided unnecessary significant financial loss based on his guidance and the support of his team. During the recent erratic and unusual financial milieu, Adam maintained an alert, supportive stance in order to keep us apprised and ready for any needed financial modifications. He works hard to intelligently optimize our investments, however, only at a risk level with which we are comfortable. Adam is a good listener and is very mindful of attending to what we are communicating. Furthermore, Adam is articulate and an excellent teacher, which is helpful for individuals like me, who are unfamiliar with investment and financing concepts. He has been very generous in offering any amount of “instructional time” needed to support my understanding regarding our financial affairs. The level of respect Adam extends to me is excellent. For example, (unlike antiquated practices of financial planning wherein the wife was not considered an important team member), he always treats me as an essential team member. Adam is not only competent; he is personally a pleasure to work with! I always leave our meetings with a smile stemming from his cleverness, humor, and receiving the genuine care he has for us as his clients.
