ADAM PAOLI SR.,CLU®

ADAM PAOLI SR.,CLU®

FOUNDER & LEAD STRATEGIST

ABOUT

  • EDUCATION

    As a proud product of the Chicago Public School system, Adam graduated in the top 2% of his class from Whitney Young High School. He subsequently graduated with honors from Northwestern University with a major in Psychology and a minor in Business Institutions. Adam is a firm believer in lifelong learning, and he has continued his education in his field. Adam completed the rigorous and well-respected CLU® designation from the American College as well as a Certificate in Entrepreneurship from Babson College.

  • PROFESSIONAL EXPERIENCE

    Adam became a financial advisor immediately out of college and now has over a decade of wide-ranging experience advising clients. While in school, Adam pulled from the lessons he learned as a collegiate athlete prepared him thrive in financial services. After joining the Varsity Football team at Northwestern as a walk-on, he earned an athletic scholarship through hard work and dedication to his team. Today he works just as hard to implement financial plans and see them through as he did to earn his athletic scholarship.

  • PERSONAL

    Those who know him best will tell you that Adam is a family man that doesn’t do anything with partial effort and loves to make people laugh. Whether he is organizing a tailgate for a Northwestern Football game, working with clients or playing hide and seek with his kids Adam is giving it his all. At his core Adam truly loves to help others, and his practice allows him to do so daily.

     

    Not only does Adam enjoy being a resource to his client, he also invests in his community. Adam is a member of several financial industry and alumni associations, volunteers/fundraises for several non-profits including the National MS Society and Easter Seals. Continuing in his passion for football, Adam is a Past President of the Northwestern Gridiron Network: a booster club supporting Northwestern Football. He also enjoys his membership at his local sportsmen’s club with friends and family.

     

    Adam lives in Elmhurst with his godsend of a wife (who Adam is often told he ‘outkicked his coverage’ for) and beautiful, hilarious children. They enjoy bike rides, trips to the zoo, following college football (specifically the Northwestern Wildcats) and spending time with other family and friends.

  • FUN FACTS

    Favorite Food : Stone Crab Claws

    Favorite Book : “Never Die Easy – The Autobiography of Walter Payton”

    Favorite Quote : “A man who doesn’t spend time with his family can never be a real man…the only wealth in this world is children, more than all the money, power on earth.” – Don Vito Corleone

    Wants To Visit : Barcelona, Spain

THE REST OF OUR GREAT TEAM

MICHAEL DIPIERO

INVESTMENT SPECIALIST

JUDITH GARBER, CPA

FINANCIAL STRATEGIST

MARY JACKSON

NEW BUSINESS COORDINATOR

CHRISTINE OLENIK

FIELD SUPERVISION SPECIALIST