Adam Mach, CFP®

Adam Mach, CFP®


Adam grew up in Pawnee City on his family’s farm and works largely with clients in the accumulation and retirement seasons of their lives. He’s a solid proponent of financial planning – helping clients pursue goals such as saving for college, a new house, a dream vacation, or a secure retirement – and building authentic, honest relationships that grow over time through the planning process. Adam’s greatest joy is seeing people through life’s stages and helping them work towards their goals.


A graduate of University of Nebraska—Lincoln, Adam lives on an acreage just outside of Lincoln with wife Katie and their three young daughters. He and Katie are active in their church and with CEDARS.


Waddell & Reed is not affiliated with any other entities referenced.  09/19