Adam Carlson, CFP®

Financial Advisor

Adam has been in the financial services industry since 2005. As Trust Operations Officer for Midwest Bank, he has worked with clients and their families in growing and protecting their assets. He began additional duties as a Financial Advisor in 2013 while also retaining his duties as Trust Operations Officer. Adam is a graduate of Monmouth College and has his FINRA Series 7 and 66 licenses as well as state insurance licenses.

Adam resides in Monmouth, IL with his wife and four children. He tries to be involved with his community as much as possible, currently serving on his church’s finance committee, Monmouth-Roseville Education Foundation, Warren County Housing Authority, Maple City Field of Dreams and volunteering for his children’s activities.