Our Team

Adam Alexander, Sharon Adelmann and Doris Balis

 

 

Sharon A. Adelmann

Owner and Manager - CERTIFIED FINANCIAL PLANNER™ Practitioner

(View Sharon's Profile Page)

 

 

Adam H. Alexander

Analyst and Paraplanner

(View Adam's Profile Page)

 

Dora Balis

Administrative Assistant - Receptionist

 

 

It is important that you find professionals whom you trust, who understand your situation, respect your goals, and with whom you can work over the long-term. Most people find that their investment picture becomes very unbalanced and confusing when they rely on a stream of salespeople for their financial advice.

If you have not yet established a relationship with an experienced investment management and financial planning firm, we encourage you to do so.

Financial Planning and Advisory Services offered through

 Prairie Investment Advisors LLC 

A Registered Investment Advisor.

Fee only Financial Planning and Investment Advice

 

CFP Marks

CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck