Adam Warren, CFP®

Adam is a CERTIFIED FINANCIAL PLANNER™ who has a passion for financial planning and is always eager to help answer a financial question or solve a problem.He and his family—wife, Heather, and three children—have called Central Texas home for about a decade. They very much enjoy the small-town atmosphere as it reminds them of their roots in rural Nebraska. When they are not busy with school activities or work, they enjoy spending time outdoors – hiking local trails, participating in the occasional 5K race, or scootering around the neighborhood. When time allows, Adam also enjoys woodworking and tackling small tasks around the house.
 Adam earned his B.S. in Business Administration and Theology and went on to hold roles for a Berkshire Hathaway insurance unit and as a project manager, before beginning his career in financial planning at a large-registered investment advisory firm in College Station, Texas. His expertise spans the full breadth of financial planning. He especially enjoys the nuances of tax and estate planning but is always excited for the challenge of solving any financial problem.