Laken Adams of AMJ Financial Wealth Management in Lansdowne has earned the Certified Financial Planner designation and that achievement comes with a promotion.
As AMJ’s new portfolio analyst, Adams will assist the chief investment officer with strategy execution and be a liaison with clients to better help them understand how their portfolio drives their financial planning goals.
Adams joined the AMJ Financial team after graduating from Virginia Tech in 2016 with a degree in applied economic management with a focus in financial planning. During her time at Virginia Tech, she was involved in the Virginia Tech Financial Planning Association student chapter. She chose the Financial Planning focus because of the opportunity to help people achieve their financial goals.
Learn more about AMJ, the markets, and other financial industry insights at amjfinancial.comor call the office at 703-466-0477.