Adam Sinclair is a Wealth Advisor at CLA (CliftonLarsonAllen), where they leverage their extensive background in finance to assist clients in achieving their financial goals. They began their career as a server at Chili's from 2016 to 2017, then served as Vice President of Theta Chi Fraternity from 2017 to 2018. Adam also held various roles at CLA, starting as a Client Service Coordinator in 2021, advancing to Associate Wealth Advisor in 2022, and currently serving as a Wealth Advisor. Additionally, they gained experience as an Associate Relationship Specialist at Charles Schwab from 2019 to 2020 and worked as a Multi-Functional Financial Analyst at Lockheed Martin in 2017. Adam earned a Bachelor of Science in Business Administration with a focus in Finance from the University of Central Florida in 2019.
This person is not in the org chart
This person is not in any offices