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Meet the Team

Our team of dedicated professionals is committed to helping you make smart and informed decisions so you can live your life with confidence about the future and your financial well-being. You can always be assured of personal, on target, and attentive service tailored to your timetable and your needs. You can feel free to call at any time with questions or to request a consultation.

Why a CFP® professional should be your financial advisor of choice

We never stop learning so we can stay on top of cutting-edge developments, planning techniques, and investment research. That’s why team members attend top industry gatherings and take a leading role in professional organizations. Our team’s credentials speak volumes – Certified Financial Planner™, Chartered Retirement Planning Counselor℠, Accredited Wealth Management Advisor℠, Registered ParaPlanner™, and Master of Business Administration.

Mari Adam

Founder/President

mari@adamfinl.com

Mari Adam, President of the firm, has been practicing as a Certified Financial Planner™ professional (CFP®) for over twenty-five years. She is a Chartered Retirement Planning Counselor, an Accredited Wealth Management Advisor, and has been an active participant in the financial planning industry, serving as President and Director of the South Florida chapter of the Financial Planning Association from 1992-2001 and again from 2005 to present.

She has been a guest author, commentator and speaker for a wide range of corporations, professional groups and publications such as Business Week, MarketWatch, Wall Street Journal, Kiplinger’s Personal Finance,Redbook, Newsweek, Bloomberg Wealth Manager, Money Magazine, SmartMoney, the Miami Herald, the Fort Lauderdale Sun-Sentinel, U.S. News & World Report, and the Baltimore Sun.

Before founding Adam Financial Associates, Inc., Mari managed trust and investment relationships with two major banks in South Florida and the Washington D.C. area. Prior to that, she served as Portfolio Administrator for a pioneering fee-only wealth management firm in Washington D.C.

She began her career with the United States Department of State, completing several overseas and domestic assignments focused on critical international public affairs issues.

She holds a BA from Claremont McKenna College in California, an MBA specializing in International Finance from George Washington University in Washington D.C., and continued her post-graduate studies in international relations at the Institut d’Etudes Politiques in Paris.

She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida. Mari lives in Boca Raton and has two grown children and a beloved Rhodesian Ridgeback.

Her particular interest is helping women address their special financial and retirement needs. She frequently participates in pro bono activities designed to increase financial literacy among American consumers, and is the current Chair of the Advisory Board of the Berger Institute for Work, Family, and Children in Claremont, California.

Iris Chapman

Director of Client Services

iris@adamfinl.com

Iris Chapman serves as Director of Client Services.

She has a long history of service focused on trusts, estates, and the needs of high net worth individuals and excels at building lasting relationships with her clients and their families.

She comes with over 20 years of financial experience in Palm Beach County and elsewhere working with leading institutions including BMO Harris Private Bank, Brown Brothers Harriman, Bank One/JP Morgan Chase, and National City Bank/PNC.

Iris was born and raised in Western Michigan and earned her BA in Business Management from Davenport University with a Minor in Accounting.  Iris also graduated from the American Bankers Association with a 4-year degree from Florida Trust School. She became a resident of Florida in 2004 and currently resides in Wellington.

Iris has two children, and one grandchild.  She is also a dog mom to a 4-year-old golden retriever, Bailee.  She loves to cook and enjoys spending time with her family.

Rachael Grattan

Client Advisor

rachael@adamfinl.com

Client Advisor Rachael Grattan earned her BA from Florida Atlantic University, where she majored in Business and Finance. She is a member of the prestigious Beta Gamma Sigma International Honor Society, which recognizes academic achievement in business studies.

Rachael earned the Certified Financial Planner™ (CFP®) designation in 2016, which includes training in retirement planning, tax planning, estate planning, insurance, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics.

Rachael helps clients with all aspects of their financial planning and investment portfolios, and keeps us all on track by managing the Annual Client Review process. She also makes sure clients take their required minimum distributions from IRA and retirement accounts, and works with them to maximize their annual retirement contributions.

She serves as a Board Member of the South Florida chapter of the Financial Planning Association, and coordinates NextGen activities encouraging young professionals to enter the financial planning profession.

Before moving to Boca Raton for college, Rachael lived in Fort Myers. In her free time, she enjoys reading and going to the beach. She also has an energetic Cairn Terrier named Tobiee who is always ready for a walk. Her community service activities include volunteer work for the Ronald McDonald House Charities.

Adriana Agosto

Client Services Associate

adriana@adamfinl.com

Adriana Agosto is our firm’s Client Services Associate. She has over 13 years experience in banking and finance, working for industry leaders like Wells Fargo, Bank of America and Chase in personal banking and customer service. Her specialty is building lasting relationships with high net worth clients and helping them with their financial needs.

Adriana was born in Miami, Florida. Both of her parents served in the United States Armed Forces, giving her a diverse background due to their overseas assignments. She lived and traveled extensively in Europe and graduated from high school in Germany. Adriana soon plans to transfer to Florida Atlantic University to finish her BA in Business Management.

As a mother of two small children, she enjoys spending time with her family and friends. Her hobbies are traveling, fitness and walks on the beach. Please take a moment to say hello to Adriana next time you call the office! She looks forward to helping you with all your financial needs, and speaks both English and Spanish.

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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