Adam Stoeckler, CFP®

Private Client Advisor

Adam’s been passionate about financial planning since earning his finance degree from the University of Wisconsin-Milwaukee and becoming a Certified Financial Planner™ professional. With over 15 years of experience, Adam has worked with individuals, families, and business owners to simplify financial decisions and build plans they can feel confident about. By staying up to date with market trends and using the latest tools, he makes sure every plan is both practical and ready to adapt to life’s changes.



Adam believes great financial planning starts with understanding what matters most to his clients. By asking the right questions and listening closely, Adam aims to create a plan that reflects his clients’ goals and values. Then by uncovering opportunities and addressing gaps he is able to provide clients with a clear path forward.

Adam helps clients with everything from preparing for life up to and through retirement to managing risks and finding smart ways to save on taxes. His goal is to make the financial planning process clear and approachable, helping clients feel confident about their future. He works closely with Highland team members to ensure no detail is overlooked and every decision for a client is made with care. By being part of the Highland team, he values working alongside a group of dedicated professionals who bring their own expertise to every plan.