Broker Check

Team

 

Brian J. Adamek, CFP®, CPWA®, CVA

Financial Planner

952.881.5755

952.881.1040

[email protected]

Brian J. Adamek is a Certified Financial Planner™ practitioner. He creates value for clients by developing a financial plan focused on their retirement goals. (Continued)

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Donald J. Adamek

Tax Planner and Preparer

952.881.5755

952.881.1040

[email protected]

Donald J. Adamek is Owner and President of SBI Tax & Financial Services, Inc. SBI Tax is a well-established accounting firm providing tax preparation, accounting, and other financial services to individuals and small businesses. (Continued)

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Sue Clubb-Mueller

Client Services Specialist

952-881-5755

952-881-1040

[email protected]

Sue Clubb-Mueller is our Client Services Specialist. She provides excellent customer service through phone, email or in person. Sue keeps the wheels of the office moving smoothly by preparing and following up on paperwork, answering...

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