Adaptive Financial Solutions

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Team photo for Adaptive Financial Solutions
Team photo for Adaptive Financial Solutions

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Advisors

Eric Kalma

CFP®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Eric Kalma's website

Christine Fredericks

APMA®

Financial Advisor

Visit Christine Fredericks's website

Margaret Kelleher

MBA

Financial Advisor

Visit Margaret Kelleher's website


Team

Colleen Knueppel

Colleen Knueppel

Operations Specialist

Qualifications

  • 18 years administrative support experience in the Financial Services industry.
  • 14 years experience as a Lead Senior Administrative Assistant with a Fortune 500 company.

Roles & Responsibilities

  • Oversees the care of our clients and maintains those relationships.
  • Schedule client appointments and prepare comprehensive product and portfolio performance for meetings.
  • Assist in the timely execution on all aspects of the practice that are regimented.
  • Maintain compliance with all company policies and procedures.
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