Meet Adam
Adam Dandis is a Paraplanner based in Englewood, Colorado.
As a Financial Planning Associate, Adam manages and updates all of the planning systems, so they are ‘game ready’ for client meetings. With 4 years of experience at a large financial firm, he brings both technical expertise and a commitment to excellence in support of a team-oriented, client-first approach to private wealth management.
Adam is a graduate of Colorado State University. Originally from Texas, Adam now lives in Sterling Ranch with his wife, Lindsay, and their two dogs, Shaggy and Scooby. Outside of work, you’ll find them exploring the Colorado outdoors—whether rock climbing, backpacking, or skiing.
