Financial Counselors

Jonathan McSurdy

Jonathan P. McSurdy

Financial Counselor

Experienced Financial Advisor with solid track record of success in managing for growth and reducing risk for client portfolios. Excels at streamlining processes to improve productivity for organization and clients. Community Leader and Author that designs creative solutions to provide resources to deserving organizations. Lives and works by the axiom, “its about relationships, not transactions.”

Holly Stewart

Holly Stewart

Financial Counselor

Holly Stewart earned a Bachelor of Arts degree in communication Arts Education from Oral Roberts University in 1980. Holly has earned two industry designations; 1) Accredited Asset Management Specialist in 1996 and 2) Certified College Counselor in 2008. Holly holds FINRA series 7, 63, and 65 licenses. She also has her Life and Health license in the state of Colorado and various other states. After a full career with Wells Fargo, Bank of America and Money Concepts, she decided to be an independent Financial Planner. She chose this path so she could offer a myriad of investment options from a wide variety of money managers.

Chad C. [Buck] Adams, CFP, ChFC, Financial Counselor

Chad C. [Buck] Adams, CFP, ChFC

Financial Counselor

Buck has resided in Alaska since 1973. He is a Senior Managed Accounts Consultant and Senior Vice President – Investments with UBS Financial Services Inc. Buck began his career at Dean Witter, which later merged with Morgan Stanley. At Morgan Stanley Buck rose to a Senior Vice President and was a Senior Consultant, the highest designation within the Investment Consulting Services group. Buck has received numerous national and regional awards for excellence during his career. As a financial advisor, he takes responsibility to provide that comprehensive advice that benefits his clients. Buck is part of the Broomfield, Colorado team operated by Ashlynn McCarthy, Esquire

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