
Monthly Recap – February 2025
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
Adam is an advisor with the Sheehan Steffens Akins Han Team. Prior to joining Moneta, Adam was a practicing Estate Planning Attorney and decided to leave the practice of law and join Moneta to better foster long lasting relationships with clients and their families. In addition to traditional financial planning, Adam has also helped clients through more complex matters, including purchasing/selling a business, advanced estate planning techniques, advanced charitable gift planning. At his core, Adam has a passion to provide a path for clients to meet their goals and peace of mind they can achieve financial independence.
Adam Earned his Juris Doctorate from Saint Louis University School of Law and B.S from Fontbonne University. Before Moneta, Adam was a practicing attorney at a boutique estate planning law firm in St. Louis County.
Adam is in involved in a number of charitable organizations including the Council of Young Friends for Our Lady’s Inn, Chair of the Cardinal Glennon Planned Giving Committee, and Board Member of the St. Louis Council of Charitable Gift Planners.
Adam enjoys golf, and an avid fan of the Cardinals and Blues. Adam lives in St. Louis County with his wife, two children, and their dog.
Dive into the latest insights from our expert team with our personal touch.
March 6, 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...
March 4, 2025
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...
March 3, 2025
Translating complex executive compensation into your dream retirement In the fast-paced world of corp...