Adam Sommers, an accomplished entrepreneur and investment analyst, has made a name for himself with his strong analytical skills and comprehensive understanding of various investment strategies. With a Masters's degree in Personal Financial Planning from the College for Financial Planning and a BA in Business from Lewis & Clark College, he has honed his skills in portfolio management, financial planning, accounting, and budget analysis.

As the Chief Investment Officer at Sommers Financial Management, he has successfully managed assets, made purchasing decisions, hedged risk, and created efficiencies for his clients. His expertise in asset allocation, 401k rollovers, ETF, option strategies, technical analysis, and fundamental analysis is highly sought after in the financial services industry.

Adam has also shared his knowledge and expertise with students as an adjunct professor of finance at Concordia University and as an adjunct finance & accounting instructor at Everest College. He has also served as a publisher at CallStreet, a division of FactSet Data Systems, and as a certified application specialist at Timberline Software.

As an entrepreneur and ideas person, Adam is always looking for his next challenge, and his strong leadership and problem-solving skills have enabled him to excel in his endeavors.