Luzy is a sophomore at Harvard University majoring in Economics with an emphasis in Computer Science. Under the direction of the Chief Investment Officer, Luzy was hired for research and development on the investment team. She was initially drawn to Adams Wealth Advisors because of their excellent reputation and consistent success. The close-knit community and the personalized, high-level instruction at Adams Wealth Advisors has given her many opportunities to solve real-world problems in investment research and data analytics.
As a San Diego, California native, Luzy is involved in the Harvard College Consulting Group, the Harvard-Radcliffe Orchestra and Harvard’s radio broadcast channel, WHRB 95.3FM.
We are pleased to be working with Luzy for the rest of the summer, after which she will return to Harvard to continue her studies.
Braydon is currently a Senior at Utah State University majoring in Finance with an emphasis in Personal Financial Planning. He will be graduating in the spring of 2023.
Braydon joined the Adams Wealth Advisors team February as an intern for Marketing and Financial Planning. He has since been an incredible asset in developing and implementing marketing strategies and helping our team create financial plans for our clients. Braydon was naturally drawn to Adams Wealth Advisors because of their team-based approach to financial planning and their genuine “Client First” mentality.
Born and raised in Kaysville, Utah, Braydon is involved in various extracurricular activities at Utah State, including the financial planning club, the pickleball team and the tennis club. Braydon will be a great addition to our team, and we are excited to see the amazing things he will accomplish in his time here at Adams Wealth Advisors!
Disclosure:
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.