Adam has been in the financial services industry since 2006. He enjoys working with his clients by helping them reach their personal, professional and financial goals in all stages of life. Adam’s clients appreciate him for his commitment to acting in their best interests and his wealth of financial knowledge. Adam is a member of the Million Dollar Round Table and a recipient of the “National Quality Award” from NAIFA.
Adam was born and raised in Waverly and is married to his wife Christie. In 2003, they were blessed with triplets Ryan, Ava and Taylor. In his spare time you might find him enjoying one of his children’s basketball or football games, track meets or band concerts. Other items of enjoyment include boating with his family on the weekend, fishing, or just watching a good game of football on Sunday afternoons. Adam has been an active volunteer at WSR track meets and football games for many years. Adam has been an avid supporter of the WSR booster club. He understands the importance of healthy activities for children balanced with faith and family. Adam has served on the Waverly Shell-Rock school board and is a member of the Waverly Exchange club.
Kathy has been in the financial services industry for over 17 years. She has lived her life with a deep commitment to service and community. A life-long member of Waverly, she has been active in city and county government positions. She has been an active supporter of non-profits and community projects which enhance quality of life issues and has been a member of a variety of civic and non-profit boards. Her reputation as a community leader and her deep commitment to service is well known. In 1990, Kathy humbly received the Waverly Chamber Community Service Award and in 2016 she received the Waverly Chamber Lifetime Achievement Award recognizing her many years of community service and involvement.
This same commitment is what brings clients to her. They know Kathy will work hard to help them accomplish their goals, personally, professionally and financially. When working with Kathy , clients become life-long friends. She has a sincere interest in helping her clients accomplish their hopes and dreams and improving their quality of life.
In her spare time, Kathy loves spending time with her husband, Marv, their three children and seven grandchildren. She likes to read, garden and ride with her husband on their Harley exploring new roads and enjoying Iowa’s beautiful scenery. Kathy and her husband Marv enjoy bluegrass festivals and attending jam-sessions in the area.