Adam Dodge, CFP®
Director of Financial Planning Support | Shareholder
"Seeing our clients reap the rewards of our advice over the years has been the most satisfying part of my job. Ensuring our planners and staff are best positioned to continue our tradition of excellence is my passion."
Adam Dodge is the Director of Financial Planning Support and has worked in the financial services industry since 2005. In his current role, Adam’s primary responsibility is to ensure our financial planning staff has all the resources they need to deliver exceptional advice and planning services to our clients. After graduating from St. Olaf College with a Bachelor of Arts degree in Political Science and American Racial and Multicultural Studies, Adam obtained his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning.
In his free time, Adam enjoys reading, cooking, spending hours crate-digging for records and watching soccer games.