WM WEALTH - Key Persons
Adam was born and raised in Coastal Oregon. His wife Francesca is a Middle School Science teacher and his two daughters are the sixth generation Oregonians for his family. He earned a bachelor's degree in business from Northwest Christian University. Adam started his financial career in banking and eventually found his place in the securities investment world in 2011.
As a founding partner of WM Wealth Advisors and a licensed investment professional, Adam holds the Financial Industry Regulatory Authority licenses 7, 63 and 65 and is registered through LPL Financial. He also holds life, health and long-term care insurance licenses through the state of Oregon.
Adam has a passion for being client focused and takes pride in knowing a great deal about his clients current and desired lifestyle. From that in-depth knowledge, he is able to tailor the investment strategy personally for each client.
Outside of the office, Adam is an avid outdoorsman and takes full advantage of what the Pacific Northwest has to offer. He is constantly being bested by his daughters regarding who caught the biggest fish.
Job Titles:
- LPL Registered Administrative Associate
Ian has been in the securities industry and has been an assistant to Adam Wilson since July 2016.
He completed his degree at Lane Community College and is attending the University of Oregon for a bachelors degree in Business. His previous financial work experience was in the insurance industry and providing service at a military federal credit union. Currently, Ian is in the process of becoming a licensed financial advisor.
Ian has made a commitment to provide service to clients that he would expect for his own family in a positive, informative, and understanding manner. He enjoys walking his dog, creating music, fitness, and above all, increasing his knowledge about the world of financial planning.
Rob was born and raised in Springfield, Oregon. He has been married to his wife Cassie for 30 years and has two daughters. His family are the greatest blessings that Rob has enjoyed in his life. He likes to go for runs, hikes, backpacking and camping trips with his family throughout the Pacific Northwest.
Rob has earned a Bachelor of Science in Marketing and Management from the University of Oregon and a Master of Business Administration from Portland State University. With over 18 years of experience in the financial Services Industry as a licensed advisor the need to put clients first and remain independent of sales pressure is of utmost importance to Rob.
Rob currently holds Financial Industry Regulatory Authority licenses 7, 31, 66, and is registered through LPL Financial. He also holds life, health and long-term care insurance licenses through the State of Oregon.