Waterville

Adam Evenson

Financial Consultant, CFP®

email Adam
Phone: 507.645.8825

Adam helps you find the balance between living for the now and living for the future. No sense in saving too much money when you could spend it now; or no sense in spending too much now and sacrificing your golden years. In addition, Adam focuses on managing your investment risk to help avoid taking too much (or too little). In addition to paying close attention to the tax liability that may be created today or tomorrow. Adam takes pride in being very thorough with all his clients and explain in detail all the pros and cons to any investment strategy. All while keeping it simple and staying away from industry jargon.

Adam graduated from Minnesota State University-Mankato with a degree in Finance. He has been in the Financial Services industry since 2003 working in Banking, Lending, and Financial Planning which he feels gives him a unique perspective on your overall Financial Picture.
 

Chris Zuck

Regional Investment Manager, CFP®, AIF®

email Chris
Phone:‚Äč 952.261.2170

Chris enjoys having in depth conversations with you about your financial goals and dreams. She follows a systematic process to develop those goals into a plan that works for you. Chris believes that everyone has their own comfort level with investment, tax, and estate planning. It is through her process that education and comfort begins and grows throughout your financial life.

Chris, a native Minnesotan, graduated from Augsburg College in Minneapolis with a degree in Business Management and Finance. She entered the financial services industry in 1987 and has held several roles in community banks. Chris currently holds two of the highly notable designations CERTIFIED FINANCIAL PLANNER professional and Accredited Investment Fiduciary designations.


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