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Adam Personett is a seasoned financial professional with extensive experience in advisory roles. Currently serving as a Financial Advisor at CEFCU Investments since June 2020, Adam also holds the position of Managing Partner at 309 Capital LLC since February 2011. Previous experience includes roles as a Financial Advisor at Charles Schwab Independent Branch from August 2019 to April 2020 and at ATIA Wealth Management from April 2018 to April 2019. Adam's early career includes service in the US Army as an Abrams Tank Crew Member from March 2002 to March 2004. Adam holds a Bachelor of Science in Business Administration and Management from Eureka College, earned between 2004 and 2008.