About Adam D. Bettis
As vice president at Tax Favored Benefits with 15+ years of experience, Adam focuses on helping clients preserve and protect their assets and is passionate about sharing his wealth of knowledge with as many individuals and business owners as he can.
Adam’s business philosophy includes doing whatever it takes to help ensure clients are financially independent and confident in their financial plans, and he has upheld his commitment to be the resource they need him to be.
Adam is dedicated to not only finding strategies that meet his clients’ needs but that provide them with a positive outlook on their futures. Honest, sincere and ethical, Adam enthusiastically works with individuals and businesses to help make their goals and objectives a reality.
Holding the Accredited Investment Fiduciary® (AIF®) designation since 2012 means Adam certifies he has professional knowledge of fiduciary standards of care and their application to the investment management process.
To best serve his clients, Adam holds his Series 7, 63 and 65 securities registrations and is a registered representative with Ameritas Investment Company (AIC). He also studied economics at the University of Kansas.
Outside of the office, Adam enjoys spending time with his wife and daughter. They love to travel, ski, fish, play golf and cheer on the Chiefs, Royals, Sporting KC and Jayhawks.
Education
University of Kansas
Certifications & Licenses
Series 7, 63 and 65