Adam Paal joined Cape Financial Group in 2020. His main responsibilities in the office include:

• Meeting with clients and offering client support
• Aiding in both investment research and management of Cape Financial Group’s investment portfolios

Adam is a graduate from Northeast Wisconsin Technical College with an Associate’s Degree in Marketing. He has a background in various client relations positions which always involved going above and beyond to ensure his clients’ success. Adam holds Series 7 and 66 securities licenses.

Adam and his wife, Ashleigh, have four children, Landon, Maddy, Mason and Lucy. Outside of the office Adam enjoys spending time with family and friends, playing golf, spending time in Door County and relaxing outdoors. Adam is also a self-proclaimed Grill Master and a huge Packer fan.

Credentials and Educational Highlights

• Series 7 and 66 securities licenses
• Associate’s Degree, Northeast Wisconsin Technical College