Adam Turek

Adam Turek is committed to helping clients navigate their financial future with confidence and clarity. Adam served nearly eight years in the U.S. Army as a Military Police Officer, separating honorably at the rank of Captain. During his military career, he developed strong leadership, strategic planning, and risk management skills, abilities that now guide his approach to helping clients make informed and thoughtful financial decisions. Following his service, Adam transitioned into the financial services industry, bringing the same discipline and dedication from his military experience to supporting clients in achieving their financial goals.

Adam holds a Bachelor of Arts in Criminal Justice from San Francisco State University, a Master of Arts in Homeland Security and a Master of Arts in Emergency and Disaster Management from American Military University. Adam is a fiduciary and holds his FINRA Series 65 as a licensed Investment Advisor Representative (IAR). His current professional development goals include obtaining his life and health insurance licenses and becoming an Enrolled Agent. He is committed to providing comprehensive, client-focused financial guidance and maintaining the highest standard of care.

Outside of work, Adam enjoys spending time with his girlfriend and family, exploring the outdoors, and traveling, bringing the same dedication and focus to personal pursuits as he does to professional growth.