PROFESSIONAL PROFILE
OUR MISSION:
We recognize that each individual, family and business is unique, and we are committed to bring customized, world-class investment management solutions to each client. With over 60 years of combined experience, Green Wealth Management Group strives to create and maintain a relationship based on trust with each and every client. We believe in creating a partnership with clients, and we are committed to maintaining that partnership through thoughtful communication that truly helps us understand each client's financial needs and desires.
OUR COMMITTMENT:
At Green Wealth Management Group, we provide custom solutions for each individual client. In the increasingly complex world of finance and wealth management, it is more important than ever to be associated with a world-class Firm that can provide our team with best practices solutions for valued clients.
We can offer you Merrill Lynch's time-tested process for creating a personalized strategy that integrates the pieces of your financial life. We will help you establish objectives, such as your retirement or wealth transfer plan; set your investment strategy, taking into account your various goals and levels of acceptable risk; review your progress and make adjustments, as necessary; and implement customized solutions by drawing from a vast array of proprietary and non-proprietary products.
OUR TEAM
Randall Green, Senior Vice President - Investments
Randall Green is the founder of The Green Wealth Management Group. His most important focus is on creating close partnerships with his clients, and maintaining a deep understanding and trust in providing financial solutions for them. Randall has been providing financial services and asset management to individual and corporate clients since 1980. He started his career at Piper Jaffray as a financial advisor and rose through the ranks to Managing Director before leaving for PaineWebber in 1992. Randy was a Chairman's Club member at PaineWebber and UBS, placing in the top 2% of Financial Advisors nationwide for ten consecutive years. He has been recently recognized as one of the top ten Wealth Managers among the Barron's "Winner's Circle" of major wealth managers in Minnesota.
Randy earned a Bachelor of Science degree in Finance from St. Cloud State University, and earned his certification as a Certified Investment Management Analyst at the University of Pennsylvania's Wharton School of Finance. Randy grew up on his family's farm in Morgan, MN, where he was actively involved in the operations. In his spare time, he enjoys running and biking, and has completed 5 marathons. He is an avid snow-skier and enjoys traveling and spending time with his family. He has been involved in charity support for the past 25 years, especially with regard to local and world hunger, housing, and health needs.
Jeffrey Adamson, Investment Associate
Jeff Adamson has over 25 years of experience in the financial services industry. He spent over 20 years with Piper Jaffray in its Capital Markets divisions trading securities. Most recently he was with UBS Financial Services for 3 years. As a Merrill Investment Associate, he offers clients an array of wealth management services, such as investment strategies, financial and retirement planning. For his business clients, he offers cash management strategies, employee retirement plans and specialty financing.
Jeff is a graduate of the University of Minnesota, at Minneapolis, where he received a B.S. degree in business finance. He holds various industry certifications, including NASD Series 7, 55, 63, and 66 securities licenses. He is also licensed in life, health, variable life and variable annuity insurance.
In his spare time, Jeff enjoys fishing, skiing, and hockey. He is also involved in Scouting with his son. He has lived in Plymouth, Minnesota, for over 20 years. Jeff and his wife, Kathy have two children, Emily and Matthew.
Brian Grahek, CFP®, Investment Associate
Brian has been in the financial services industry since 1995. In addition to industry certifications, he is licensed in life and health insurance. He is also a Certified Financial Planner® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Brian helps people navigate through changing markets, assisting them with the financial changes that occur throughout their lives. His focus is on goal planning, including retirement and college planing services. Brian earned his Bachelor of Science degree from St. Cloud State University (MN). He has lived in Maple Grove for the past 10 years with his wife, Rachel, and son, Gavin.
Karen Peterson, Senior Associate
Karen has been in the financial services industry for over 30 years. She is a registered client associate for the team. Her primary focus is on providing high level client service, as well as administrative management for the Green Wealth Management Group.
Karen has been a life long resident of Minnesota, and in her spare time enjoys crafts, scrap booking, and spending time with her family. She and her husband Jim reside in Burnsville, MN.
Kristen Hurley, Client Associate
Kristen began her career in the financial services industry in 1999. She joined Merrill Lynch in 2011. As a registered client associate, her focus is on exceptional client service, operational management, and assisting with the growth of the Green Wealth Management Group. She earned her Bachelor of Arts degree in Religion from Dartmouth College.
A Rhode Island native, she has lived in Minnesota for the past 12 years. She and her husband, Mike, reside in Chaska with their Golden Retriever, Fenway. Kristen is actively involved at Crown of Glory Lutheran Church. In her spare time, she co-edits her college class newsletter and enjoys reading, traveling and spending time with friends and family.