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ADAM KELLER, CFP®, AEP®, Balancing Ego and Living Abundantly
Manage episode 307443963 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Episode 35 - Adam is an advisor in Richardson, Texas. He earned his B.B.A in International Business with a minor in Spanish from the University of Texas at Austin. Following graduation, Adam went to work overseas creating investment guides on developing countries highlighting foreign direct investment and joint venture opportunities in Turkey, Romania, and Azerbaijan. January of 2005 marked the beginning of his career in financial planning, and since then he’s earned his Certified Financial Planner and Accredited Estate Planner designations. Adventure, family, friends, and faith inspire Adam’s personal pursuits. Alongside his friends and business partners, Philip and David, they completed the world’s toughest canoe race, the Texas Water Safari, and hiked a few of Colorado’s many 14ers.
Adam lives in Murphy, TX with his wife, Lori, and their two daughters, Leah and Ansley. He remains actively involved in serving his community through organizations such as the Richardson Family YMCA, Leadership Richardson, The Richardson Chamber of Commerce, and Carry the Load. Find out more about Adam Keller by visiting: https://threeoaksadvisory.com/who-we-are/adam-keller/
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