Comprehensive Financial Planning
Tax Planning Strategies
About the Financial Advisor
Adam is a part of Fred Troendle and Associates. It is critical for him to understand what is important to his clients regarding their financial future. He is confident that once his clients can establish a clear picture of what is important and where they are at today, he can then focus on helping them attain their dreams and goals. Adam’s passion is helping his clients pursue their financial future.
Adam focuses on serving his clients at his office in St. Charles, MN.
He serves his clients by helping them tailor a comprehensive financial plan to pursue their goals.
Education and Designations
- Winona State University, Bachelor’s Degree, Business Administration
- EA – IRS Enrolled Agent
Adam has been married to his wife, Kathi, for 15 years and they have two beautiful daughters. For fun, he and his wife enjoy spending time at the local airport. Both Adam and Kathi are pilots. He is also a Certified Flight Instructor and enjoys volunteering with the local flying club.