Adam Blocki is an Investment Advisor at Schechter. He works with families and individuals to develop long-term holistic financial plans that cover all areas including investments, taxes, retirement, and estate planning strategies. He also assists senior advisors in developing and implementing financial plans for their clients.
He has spent his entire career in the financial services industry starting as an intern in the back office before moving up to portfolio manager overseeing individual stock portfolios for investment clients. After spending four years pursuing both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, he transitioned into working with clients of his own.
Adam lives in Pagosa Springs, Colorado with his wife Kelly and their two dogs. Outside of work, he enjoys mountaineering and camping in the San Juan mountains, snowboarding powder-blanketed slopes, and rock climbing. He also volunteers with the Upper San Juan Search and Rescue.