Before Adam Brindza can speak intelligently about the products and services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

"In my 24 plus years in the financial services industry I have come to realize that the one constant is change.  I strive to continually learn,  develop and adapt to my clients needs as they grow older and begin to realize their dreams.  Having 3 teenage daughters and a beautiful wife of 20+  years I fight for my clients as I would want my advisor to fight for me and my family.  My greatest pride is knowing that once called upon our planning will assist a grieving family during a tragedy while also providing the joyful moments of educating children and grandchildren.  Assisting my clients with a robust retirement portfolio and legacy planning allow their plan to be fully completing."

Through personal commitment, professional associations, accreditations and continuing education, Adam has worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review his experiences and accomplishments.

Adam has earned the Chartered Life Underwriter (CLU^®), Chartered Financial Consultant (ChFC^®) and Chartered Advisor for Senior Living (CASL^™) designations.

Chartered Life Underwriter (CLU^®)

The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life.

Chartered Financial Consultant (ChFC^®)

The ChFC program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

Chartered Advisor for Senior Living (CASL^™) 

The CASL designation focuses exclusively on the unique needs of mature clients. Individuals who earn the CASL^™ designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Associations and Memberships

Adam Brindza is involved with the National Association of Insurance and Financial Advisors NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Adam is a member for the Million Dollar Round Table (MDRT). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Career Achievements

Million Dollar Round Table

• Qualifying Member: 2002, 2005, 2010

National Quality Award: 996, 2000-2006, 2008-2010

• Award recognizing agents whos persistency records indicate competence and dedication to the insurance industry and their clients.

National Sales Achievement Award: 1997-2002, 2004-2006, 2010

• Award recognizing local association members based on their performance.