Partners

Adam Skartvedt cpfa

Adam started his collegiate time at Iowa State University and finished at the University of Minnesota in 2005. He has his Series 7 and 66 FINRA registrations and a Minnesota Life, Accident, and Health Insurance license.

While attending college, Adam started working part-time in the financial services industry and decided to continue that career path after college. Adam has over 20 years of experience in the industry, focusing on qualified retirement plans and working with small business owners to find the benefit solutions for their company and employees.

In his free time, Adam enjoys watching sports, golfing, hiking, running, hunting, and spending time with family and friends. Adam lives in Jordan with his wife Abby and their three children.