Meet Adam
As a Associate wealth Advisor, 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.
Adam Dandis is not affiliated with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera or its registered representatives.
Qualifications
- CFP®