ADAM KELLER, CFP®, AEP®
CERTIFIED FINANCIAL PLANNER™
Accredited Estate Planner
Areas of Expertise: Retirement Planning | Estate Planning | Executive Compensation Planning
Adam is an advisor in our Richardson, Texas office. 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, he’s competed and 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.
Sign up for our Newsletter
