This episode is part II with Adam Obrecht, founder and financial advisor of AO Wealth Advisory located in Urbandale, Iowa.

We talk about the origin story of why Adam launched AO Wealth, the types of clients they work best with, and what makes them unique.

You can find more about AO Wealth Advisory via the link below.

*this episode was recorded in video format, so if you'd like to watch, find us on YouTube

Connect with Loren:

Share More & Get in Touch

LinkedIn: Loren Sherman

Podcast Page

Connect with Adam:

AO Wealth Advisory