Staff
Helping Adam Way's clients reach financial security is our number one priority. We certainly know that Adam Way cannot do it alone. With the help of Adam Way's expert support staff, we feel that we provide every client of Adam's with top notch service. Together we stand committed to providing the best customer service possible. We are firm believers that excellence is not an event, but a habit.
Feel free to contact Amanda to set up a meeting (719) 684-5880
Feel free to contact Shannon to set up a meeting (719) 578-4023
Feel free to contact Wendie for any marketing related questions.
Email Wendie Searan: Wendie.Searan@NMFN.com.
Shannon R Morris
Associate Financial Representative
Shannon.Morris@NMFN.com
719-578-4023
A recent member of the team, Shannon provides clients with the quality customer service they expect from Adam. If you need to talk to Adam or meet with him for any reason, Shannon will arrange for it.
What can Shannon do for you?
- Provides insurance related services
- Provide status on investment rollovers
- Provide status on undwriting of insurance products
- Encourages and accepts favorable introductions
- Address, bank, beneficiary changes and policy values
- Schedule appointments
- Schedule insurance exams
- Questions about processing new insurance applications
- Update client information
- Public relations and community interface
- Coordinate speaking engagements
Shannon enjoys traveling, and spending time with her family.
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Sara Marie Erpestad
Associate Financial Representative
sara.m.erpestad@nmfn.com
719-578-4022
Sara is a licensed Associate Financial Representative with Adam L. Way. She has recently become a member of National Association of Insurance and Financial Advisors. (NAIFA). Sara is responsible for preparing all of the presentation materials that are used in each meeting and personally helping our clients achieve their personal, business, and financial goals. She has been working with Adam since June of 2008.
Sara is a recent graduate from the University of Colorado at Colorado Springs and she graduated with a degree in Sports Health and Wellness. She enjoys many outdoor activities and loves spending time with her family and friends here and back in her hometown of Rifle Co.
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Amanda Brown
Financial Representative Assistant
amanda.brown@nmfn.com
(719) 684-5880
Amanda has worked with Adam since 2003 and assists clients by keeping in touch with their ever-changing lives. As a client service specialist, she identifies areas that Adam L. Way can be of assistance. Amanda makes sure that continue to be on the right path to help our client’s accomplish their personal and business goals. Amanda sets up annual review meetings and also makes phone calls to keep client’s aware of changes in our marketplace.
As a graduate from the Colorado State University- Pueblo campus, she holds a Bachelors Degree in Science. Amanda enjoys many outdoor activities- such as landscaping and gardening; however, her favorite is sports. Her favorite sports are softball, biking, and her new endeavor—golf. She also loves spending time with her family, friends and her dog Halo. Amanda is a proud parent of her son Brayden.
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Wendie C Searan
Marketing Assistant
Wendie.Searan@NMFN.com
719-578-4022
Wendie is the marketing assistant of Adam L. Way’s team and specializes in creating items that offer our clients knowledge and appreciation for putting their trust within this team. Wendie is responsible for client correspondence, and scheduling/organizing special events. She has been a part of Adam Way Financial since April of 2008.
Wendie moved here from Iowa in October 2004, where most of her family is still residing. She is the youngest of six siblings and has one daughter who is married. She is a proud “Nana” to a grandson, Griffin, and granddaughter, Addie. Her hobbies include reading, spending time with her husband and Howie, their chocolate lab along with traveling back to Iowa to visit family and friends. She loves to travel to new places, experience new things and looks forward to hearing the stories of our clients’ travels.
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Aaron Rodger Spencer
Technology Coach
Aaron is the Education and Training Guru for Adam L. Way. He helps out the team by staying current on technology- related items.
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