Our Team
Sharon A. Adelmann Owner and Manager - CERTIFIED FINANCIAL PLANNER™ Practitioner (View Sharon's Profile Page) Adam H. Alexander Analyst and Paraplanner (View Adam's Profile Page) Dora Balis Administrative Assistant - Receptionist
It is important that you find professionals whom you trust, who understand your situation, respect your goals, and with whom you can work over the long-term. Most people find that their investment picture becomes very unbalanced and confusing when they rely on a stream of salespeople for their financial advice.
If you have not yet established a relationship with an experienced investment management and financial planning firm, we encourage you to do so.
Financial Planning and Advisory Services offered through
Prairie Investment Advisors LLC
A Registered Investment Advisor.
Fee only Financial Planning and Investment Advice
CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
|