Certified Financial Planner (CFP®)
Brian has met the high standards of competency and ethics established and enforced by the CFP Board. As a CFP® professional, he acts in the client’s best interest.
Your trusted financial partners
Brian Adamek
CFP®, CPWA®, CVA, CExP™
Brian and his wife Cassy are an entrepreneurial couple themselves. As the founder and director of E-Wealth Partners and the father of five, Brian understands the complexities of competing priorities. Bringing together his Certified Financial Planner® knowledge and his passion for business makes him a good fit for high-growth couples with family values.
Brian graduated from Saint John’s University where he played for legendary coach John Gagliardi—winning a national championship. He serves on the Saint John’s Alumni Board and helps coach football at Rosemount High School. In addition to sports, Brian is a member of the Entrepreneurs Organization Accelerator and is fundamentally active at his church in Saint Louis Park.
Standards of excellence.
At E-Wealth, we are committed to serving our clients with passion for entrepreneurs supported with technical knowledge of industry best practices. Brian Adamek holds the following credentials:
Certified Private Wealth Advisor (CPWA®)
For high-net worth clients, Brian has advanced knowledge and skills to address complex issues in investment portfolio strategy, estate planning, health transfer, and closely held business ownership.
Certified Valuation Analyst (CVA®)
As a CVA®, Brian fully understands the variety of methods used in determining the value of a business and the total estate.
Certified Exit Planner (CExP™)
As a CExP™ professional, Brian is qualified to provide comprehensive, professionally executed exit planning services to businesses.
Twin Cities “Five Star Wealth Manager”
Brian was awarded this honor by meeting objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients.
Connor Lantz
Client Services Associate
Connor helps support our entrepreneurial couples throughout their financial journey. He's passionate about helping our clients achieve their goals, with step-by-step plans.
Originally from Colorado, Connor ventured to the Midwest to attend college at St. John’s University, where he earned a degree in business finance.
In his spare time, you can find Connor and his wife Whitney outside adventuring together–taking a good hike, canoeing through the BWCA, or skiing along the Gunflint trail. Connor's other passions include hockey, golf, hunting, and homebrewing. When he isn’t crafting his own beer at home, he’s serving it up at a local brewery in South Minneapolis.
Johnna (Jo) Swinford
Client Services Specialist
Along with her Certified Public Manager degree from Florida State University, Jo brings 10 years of experience in customer service to her role at E-Wealth. She helps the team work seamlessly together with her amazing organizational, and problem-solving skills.
Because Jo’s husband is a US Army veteran, they are passionate about supporting returning military personnel and their families. Jo finds volunteering with the American Legion Auxiliary connects her with other women at a personal level.
Jo has a special love for horror films. She and her sister exercise their creative skills making themed crafts like paintings, wreaths, and light furniture.
Looking to connect with like-minded entrepreneurs?
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