Cris Adams’ primary focus is on client service. She has dedicated her financial career to helping clients with service needs. She stumbled into the financial services industry in 1991 when she answered an ad for a new firm that needed a receptionist. After one week on the job she began working with a financial advisor, then another, and finally a third advisor all together. This led to getting the Series 7 and 63 licenses which are held by LPL Financial. She is thrilled to be working with Freedom Wealth Alliance, a move that has energized and refocused her work life.
Cris takes particular pride in truly knowing the clients, both in their financial needs and personally. She feels it is important to know the whole person so that she can better serve them in their lives. It is her mission to make each client feel welcomed and special any time that the call or come into the office.
Cris has a son who lives in Austin, Texas that works for a network sports division and travels throughout the United States and the world, covering sporting events. Her daughter is married and living in Milwaukee, she works with recovering substance abusers.
Cris’ passion is theatre of any kind especially musical theatre, and attends as many shows as possible.
Fun Facts about Cris:
Cris decorates excessively for Christmas on Halloween weekend! When her children were small, they would go out for trick-or-treat only to come home to Christmas. It is a tradition she still keeps every year, with the help of her daughter and son-in-law.
If Cris is not at the theatre, she is an avid sport fan and will watch nearly any sporting event. She especially enjoys the Brewers and Packers.
Her Favorite Quote (and the way she tries to live her life):
“Throw kindness around like glitter!” Cris Adams