Adventure Financial is proud to serve clients across the United States.
28202 Cabot Rd Suite 300 | Laguna Niguel, CA 92677
Mailing Address: PO Box 171 | Trevor, WI 53179
Advisors
Suzuanne Foster
Founder | Financial Advisor
Client Services
Anita Chavez
Client Relationship Manager
Investments
Cole Pearson
VP, Investment Solutions
Nathan Willis
Director of Portfolio Strategy
John Siverling
Director of Private Markets & Impact Advocacy
Will Sorrell
Director of
Values-Based Investing
Tom Mueth
Director of Advisor Engagement
Rob Riley
Investment Analyst
Operations
Rob Grubb
Chief Operations Officer
TJ Claud
Chief Compliance Officer
Charlie Watkins
VP, Finance
Brian Church
Chief Revenue Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jennifer Rogers
Director of Advisor Operations
Samantha Vance
Director of Marketing